Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$243,298
+$19,086 QoQ
Shares Held
2,772
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,575
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026Spinnaker Investment Group, LLC holds $1,041,258 across 2 Utilities - Regulated Electric names. NEE ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,304 | $797,960 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,772 | $243,298 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,298 | 2,772 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $224,212 | 2,414 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $201,181 | 2,506 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||