Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,812,217
+$830,784 QoQ
Shares Held
66,221
+23.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#746
of 2,993 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $25,382,309 across 18 Utilities - Regulated Electric names. NEE ranks #1 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
66,221 | $5,812,217 | |
| 2 | DUK |
Duke Energy CORP
|
44,305 | $5,608,126 | |
| 3 | SO |
Southern Co
|
39,337 | $3,764,944 | |
| 4 | FE |
Firstenergy Corp
|
72,829 | $3,462,290 | |
| 5 | D |
Dominion Energy, Inc
|
17,184 | $1,173,495 | |
| 6 | ES |
Eversource Energy
|
9,745 | $704,271 | |
| 7 | AEP |
American Electric Power Co Inc
|
5,041 | $689,659 | |
| 8 | ED |
Consolidated Edison Inc
|
6,046 | $668,868 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,812,217 | 66,221 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,981,433 | 53,633 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,313,123 | 53,726 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,976,813 | 52,680 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,124,941 | 45,015 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,994,960 | 42,248 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,967,320 | 41,391 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,552,288 | 42,024 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,057,788 | 43,183 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,481,689 | 38,831 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,226,363 | 36,654 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,137,833 | 37,316 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,667,044 | 35,944 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,001,654 | 12,995 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $508,538 | 6,083 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||