Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,135,392
+$97,458 QoQ
Shares Held
12,936
+15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,533
of 3,000 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Canopy Partners, LLC holds $1,467,077 across 4 Utilities - Regulated Electric names. NEE ranks #1 (77.4% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,135,392 | 12,936 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,037,934 | 11,175 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $977,970 | 12,182 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $898,934 | 11,908 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $831,373 | 11,976 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $757,884 | 10,691 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $825,151 | 11,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $478,608 | 5,662 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $407,299 | 5,752 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $334,888 | 5,240 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $304,307 | 5,010 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||