Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$929,923
-$37,515 QoQ
Shares Held
10,595
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,658
of 2,997 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026Quantum Portfolio Management LLC holds $4,912,919 across 11 Utilities - Regulated Electric names. NEE ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
10,595 | $929,923 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
7,062 | $755,634 | |
| 3 | LNT |
Alliant Energy Corp
|
8,411 | $641,675 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,618 | $631,788 | |
| 5 | CNP |
Centerpoint Energy Inc
|
13,422 | $591,104 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,413 | $515,306 | |
| 7 | NGG |
National Grid PLC
|
4,921 | $407,802 | |
| 8 | AEE |
Ameren Corp
|
1,377 | $155,656 |
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,923 | 10,595 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $967,438 | 10,416 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $654,362 | 8,151 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $791,437 | 10,484 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $476,637 | 6,866 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||