Position in NEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,204,921
-$38,262 QoQ
Shares Held
36,515
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#961
of 2,988 holders
Holding Since
Dec 2021
13 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, 2026TILIA FIDUCIARY PARTNERS, INC. holds $3,474,409 across 2 Utilities - Regulated Electric names. NEE ranks #1 (92.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
36,515 | $3,204,921 | |
| 2 | DUK |
Duke Energy CORP
|
2,129 | $269,488 |
All Filings in NEE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,204,921 | 36,515 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,243,183 | 34,918 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,677,257 | 33,349 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,402,016 | 31,819 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,143,759 | 30,881 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,039,363 | 28,768 | Shares | Sole | 2025-04-14 | |
| 2023-06-30 | $100,466 | 1,354 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $107,757 | 1,398 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $161,515 | 1,932 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $150,782 | 1,923 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $148,335 | 1,915 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $161,372 | 1,905 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $177,010 | 1,896 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||