Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,305,480
-$40,372 QoQ
Shares Held
265,529
+5.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#372
of 3,000 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FourThought Financial Partners, LLC holds $30,481,905 across 8 Utilities - Regulated Electric names. NEE ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
265,529 | $23,305,480 | |
| 2 | DUK |
Duke Energy CORP
|
36,411 | $4,608,904 | |
| 3 | SO |
Southern Co
|
7,504 | $718,207 | |
| 4 | D |
Dominion Energy, Inc
|
7,961 | $543,656 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,563 | $487,454 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,793 | $388,999 | |
| 7 | LNT |
Alliant Energy Corp
|
2,947 | $224,826 | |
| 8 | ES |
Eversource Energy
|
2,828 | $204,379 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,305,480 | 265,529 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $23,345,852 | 251,355 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,778,937 | 233,918 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,570,372 | 232,751 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,993,812 | 230,392 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,336,253 | 343,296 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $23,673,615 | 330,222 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $27,913,665 | 330,222 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,529,454 | 332,290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,321,398 | 333,616 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,610,399 | 240,540 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,734,647 | 239,739 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $14,298,785 | 192,706 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,710,409 | 190,846 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $15,870,540 | 189,839 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||