Hoxton Planning & Management, LLC
Position in NEE — Nextera Energy Inc
CIK 1954782
SHEPHERDSTOWN, WV
Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$258,833
-$170,458 QoQ
Shares Held
2,949
-36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,520
of 3,000 holders
Holding Since
Dec 2022
12 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, 2026Hoxton Planning & Management, LLC holds $258,833 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,949 | $258,833 |
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,833 | 2,949 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $429,291 | 4,622 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $370,251 | 4,612 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $345,215 | 4,573 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $327,731 | 4,721 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $334,955 | 4,725 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $332,498 | 4,638 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $397,882 | 4,707 | Shares | Sole | 2024-10-08 | |
| 2023-09-30 | $298,251 | 5,206 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $401,199 | 5,407 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $434,191 | 5,633 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $511,214 | 6,115 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||