Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$92,685
-$3,445 QoQ
Shares Held
1,056
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,802
of 2,997 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $179,381 across 12 Utilities - Regulated Electric names. NEE ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,056 | $92,685 | |
| 2 | PPL |
PPL Corp
|
1,381 | $50,199 | |
| 3 | SO |
Southern Co
|
314 | $30,052 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
19 | $1,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
10 | $1,368 | |
| 6 | ETR |
Entergy Corp /De/
|
6 | $689 | |
| 7 | AEE |
Ameren Corp
|
5 | $565 | |
| 8 | ES |
Eversource Energy
|
7 | $505 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,685 | 1,056 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $96,130 | 1,035 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $83,089 | 1,035 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $76,697 | 1,016 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $70,530 | 1,016 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $72,024 | 1,016 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $72,837 | 1,016 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $85,882 | 1,016 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $71,942 | 1,016 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $64,932 | 1,016 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $63,048 | 1,038 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $58,206 | 1,016 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $75,387 | 1,016 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $78,313 | 1,016 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $84,937 | 1,016 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $92,994 | 1,186 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $91,867 | 1,186 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $86,065 | 1,016 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $94,853 | 1,016 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||