Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$529,604
-$31,019 QoQ
Shares Held
6,034
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,016
of 3,000 holders
Holding Since
Dec 2022
15 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, 2026Semus Wealth Partners LLC holds $774,283 across 2 Utilities - Regulated Electric names. NEE ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,034 | $529,604 | |
| 2 | DUK |
Duke Energy CORP
|
1,933 | $244,679 |
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,604 | 6,034 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $560,623 | 6,036 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $477,344 | 5,946 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $453,392 | 6,006 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $469,973 | 6,770 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $476,522 | 6,722 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $507,923 | 7,085 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $609,038 | 7,205 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $540,209 | 7,629 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $539,080 | 8,435 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $552,005 | 9,088 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $512,860 | 8,952 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $645,614 | 8,701 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $666,125 | 8,642 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $831,318 | 9,944 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||