Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$130,250
-$7,583 QoQ
Shares Held
1,484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,774
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, 2026Byrne Asset Management LLC holds $1,297,707 across 12 Utilities - Regulated Electric names. NEE ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,331 | $318,810 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
3,868 | $313,926 | |
| 3 | HE |
Hawaiian Electric Industries Inc
|
15,100 | $204,303 | |
| 4 | NEE |
Nextera Energy Inc
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|
1,484 | $130,250 | |
| 5 | DUK |
Duke Energy CORP
|
908 | $114,934 | |
| 6 | AEP |
American Electric Power Co Inc
|
490 | $67,036 | |
| 7 | PCG |
PG&E Corp
|
3,000 | $50,460 | |
| 8 | D |
Dominion Energy, Inc
|
605 | $41,315 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,250 | 1,484 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $137,833 | 1,484 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $119,536 | 1,489 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $112,404 | 1,489 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $107,670 | 1,551 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $130,366 | 1,839 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $160,513 | 2,239 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $189,262 | 2,239 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $8,426 | 119 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,605 | 119 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $9,961 | 164 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $10,369 | 181 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $8,829 | 119 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $9,172 | 119 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,360 | 100 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $15,682 | 200 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $15,492 | 200 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $16,942 | 200 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $119,500 | 1,280 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||