Position in NEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,782,684
+$373,401 QoQ
Shares Held
29,960
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026SYON CAPITAL LLC holds $23,160,276 across 32 Utilities - Regulated Electric names. NEE ranks #1 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
29,960 | $2,782,684 | |
| 2 | ED |
Consolidated Edison Inc
|
13,826 | $1,564,826 | |
| 3 | NGG |
National Grid PLC
|
16,482 | $1,394,377 | |
| 4 | DUK |
Duke Energy CORP
|
10,554 | $1,381,940 | |
| 5 | SO |
Southern Co
|
10,518 | $1,015,197 | |
| 6 | EXC |
Exelon Corp
|
20,392 | $999,615 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
9,707 | $977,980 | |
| 8 | AEP |
American Electric Power Co Inc
|
7,197 | $943,382 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,782,684 | 29,960 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,409,283 | 30,011 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,163,694 | 28,662 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,545,983 | 22,270 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,618,985 | 22,838 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,453,729 | 20,278 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,019,928 | 23,896 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,681,100 | 23,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,471,975 | 23,032 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,318,058 | 21,700 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $530,963 | 9,268 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||