Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$125,160
-$15,553 QoQ
Shares Held
1,426
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,781
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $687,873 across 15 Utilities - Regulated Electric names. NEE ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
1,381 | $210,422 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,338 | $156,238 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
1,426 | $125,160 | |
| 4 | XEL |
Xcel Energy Inc
|
767 | $61,590 | |
| 5 | EXC |
Exelon Corp
|
564 | $26,293 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
209 | $16,962 | |
| 7 | CNP |
Centerpoint Energy Inc
|
382 | $16,823 | |
| 8 | AEP |
American Electric Power Co Inc
|
119 | $16,280 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,160 | 1,426 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $140,713 | 1,515 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $122,908 | 1,531 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $160,567 | 2,127 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $123,359 | 1,777 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $125,971 | 1,777 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $127,393 | 1,777 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $123,075 | 1,456 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $103,099 | 1,456 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $93,052 | 1,456 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $88,437 | 1,456 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $83,414 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $108,035 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $112,228 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $121,721 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $114,164 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $112,781 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $123,337 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $135,932 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $114,325 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $106,695 | 1,456 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $1,456 | 110,088 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $66,349 | 860 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $59,675 | 215 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $51,636 | 215 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $51,733 | 215 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||