Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,681,987
-$173,422 QoQ
Shares Held
30,557
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,036
of 2,993 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. NEE ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
|
1,413 | $215,298 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,681,987 | 30,557 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,855,409 | 30,743 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,501,444 | 31,159 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,496,680 | 33,073 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,318,003 | 33,391 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,425,714 | 34,218 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,552,952 | 35,611 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,027,526 | 35,816 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,536,060 | 35,815 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,275,387 | 35,603 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,136,833 | 35,180 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,849,378 | 32,281 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,404,005 | 32,399 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,500,783 | 32,444 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,607,400 | 31,189 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,409,460 | 30,729 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,243,551 | 28,964 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,380,689 | 28,104 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,561,238 | 27,434 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||