Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,936,381
-$115,523 QoQ
Shares Held
22,062
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,207
of 2,988 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, 2026Mystic Asset Management, Inc. holds $10,508,501 across 11 Utilities - Regulated Electric names. NEE ranks #1 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
22,062 | $1,936,381 | |
| 2 | SO |
Southern Co
|
19,933 | $1,907,787 | |
| 3 | DUK |
Duke Energy CORP
|
11,819 | $1,496,049 | |
| 4 | ES |
Eversource Energy
|
20,489 | $1,480,740 | |
| 5 | ED |
Consolidated Edison Inc
|
8,920 | $986,819 | |
| 6 | NGG |
National Grid PLC
|
9,549 | $791,325 | |
| 7 | D |
Dominion Energy, Inc
|
7,307 | $498,995 | |
| 8 | ETR |
Entergy Corp /De/
|
4,123 | $473,567 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,381 | 22,062 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,051,904 | 22,092 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,845,797 | 22,992 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,735,666 | 22,992 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,594,022 | 22,962 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,615,370 | 22,787 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,647,794 | 22,985 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,812,576 | 21,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,525,459 | 21,543 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,363,072 | 21,328 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,216,500 | 20,028 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,123,915 | 19,618 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,470,495 | 19,818 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,544,529 | 20,038 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,712,796 | 20,488 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,606,464 | 20,488 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,613,724 | 20,833 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,671,582 | 19,733 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,963,640 | 21,033 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||