Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,259,375
+$28,862 QoQ
Shares Held
25,742
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,126
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. NEE ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
35,582 | $3,405,553 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
25,742 | $2,259,375 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,645 | $1,593,326 | |
| 4 | AEE |
Ameren Corp
|
13,682 | $1,546,613 | |
| 5 | XEL |
Xcel Energy Inc
|
10,895 | $874,868 | |
| 6 | DUK |
Duke Energy CORP
|
5,300 | $670,874 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,895 | $396,064 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,259,375 | 25,742 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,230,513 | 24,015 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,563,212 | 19,472 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,470,620 | 19,481 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,349,802 | 19,444 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,382,071 | 19,496 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,377,666 | 19,217 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,621,792 | 19,186 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,357,852 | 19,176 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,402,441 | 21,944 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $1,417,732 | 23,341 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,261,468 | 22,019 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,632,993 | 22,008 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,695,297 | 21,994 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,859,514 | 22,243 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||