Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,761,822
-$104,308 QoQ
Shares Held
42,860
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#901
of 3,000 holders
Holding Since
Jun 2024
9 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, 2026Slagle Financial, LLC holds $24,553,928 across 8 Utilities - Regulated Electric names. NEE ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
40,352 | $5,107,756 | |
| 2 | EIX |
Edison International
|
54,985 | $4,093,633 | |
| 3 | EXC |
Exelon Corp
|
86,163 | $4,016,919 | |
| 4 | NEE |
Nextera Energy Inc
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|
42,860 | $3,761,822 | |
| 5 | ES |
Eversource Energy
|
47,641 | $3,443,015 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,546 | $3,221,328 | |
| 7 | SO |
Southern Co
|
5,098 | $487,929 | |
| 8 | AEE |
Ameren Corp
|
3,729 | $421,526 |
All Filings in NEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,761,822 | 42,860 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,866,130 | 41,625 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,205,740 | 39,932 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,862,731 | 37,922 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,549,935 | 36,732 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,188,864 | 73,196 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,151,858 | 71,863 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,012,037 | 59,293 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,750,522 | 52,966 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||