Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$749,204
-$35,074 QoQ
Shares Held
8,536
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,766
of 3,000 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, 2026Forum Financial Management, LP holds $6,693,805 across 8 Utilities - Regulated Electric names. NEE ranks #2 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
70,000 | $3,082,800 | |
| 2 | NEE |
Nextera Energy Inc
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|
8,536 | $749,204 | |
| 3 | SO |
Southern Co
|
6,538 | $625,751 | |
| 4 | DUK |
Duke Energy CORP
|
4,728 | $598,470 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,322 | $504,679 | |
| 6 | D |
Dominion Energy, Inc
|
7,271 | $496,536 | |
| 7 | EXC |
Exelon Corp
|
7,373 | $343,729 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,204 | 8,536 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $784,278 | 8,444 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $684,306 | 8,524 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $640,381 | 8,483 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $608,258 | 8,762 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $692,169 | 9,764 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $713,745 | 9,956 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $574,127 | 6,792 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $465,504 | 6,574 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $408,065 | 6,385 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $353,689 | 5,823 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $358,405 | 6,256 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $485,639 | 6,545 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $487,916 | 6,330 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $371,351 | 4,442 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $346,572 | 4,420 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $344,774 | 4,451 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $296,908 | 3,505 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $331,801 | 3,554 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||