Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,332,611
New position
Shares Held
15,183
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,447
of 3,000 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tevis Investment Management holds $1,568,249 across 2 Utilities - Regulated Electric names. NEE ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,183 | $1,332,611 | |
| 2 | SO |
Southern Co
|
2,462 | $235,638 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,611 | 15,183 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||