Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,470,674
+$79,332 QoQ
Shares Held
16,756
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,390
of 3,000 holders
Holding Since
Mar 2025
6 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, 2026RETIREMENT GUYS FORMULA LLC holds $9,270,865 across 6 Utilities - Regulated Electric names. NEE ranks #5 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,696 | $1,782,119 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,276 | $1,542,669 | |
| 3 | SO |
Southern Co
|
15,947 | $1,526,287 | |
| 4 | DUK |
Duke Energy CORP
|
11,905 | $1,506,934 | |
| 5 | NEE |
Nextera Energy Inc
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|
16,756 | $1,470,674 | |
| 6 | ETR |
Entergy Corp /De/
|
12,556 | $1,442,182 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,470,674 | 16,756 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,391,342 | 14,980 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,211,505 | 15,091 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,157,035 | 15,327 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,033,108 | 14,882 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $926,319 | 13,067 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||