Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$976,792
-$49,717 QoQ
Shares Held
11,129
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,625
of 3,000 holders
Holding Since
Dec 2023
11 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, 2026Trueblood Wealth Management, LLC holds $5,232,588 across 8 Utilities - Regulated Electric names. NEE ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,620 | $1,123,327 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
11,129 | $976,792 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,228 | $852,052 | |
| 4 | SO |
Southern Co
|
8,597 | $822,818 | |
| 5 | DUK |
Duke Energy CORP
|
3,813 | $482,649 | |
| 6 | ETR |
Entergy Corp /De/
|
3,112 | $357,444 | |
| 7 | XEL |
Xcel Energy Inc
|
4,117 | $330,595 | |
| 8 | ES |
Eversource Energy
|
3,970 | $286,911 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,792 | 11,129 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,026,509 | 11,052 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $875,854 | 10,910 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,125,027 | 14,903 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,043,243 | 15,028 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,065,122 | 15,025 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,094,419 | 15,266 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,281,052 | 15,155 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,063,141 | 15,014 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $940,819 | 14,721 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $850,056 | 13,995 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||