Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$917,020
-$76,424 QoQ
Shares Held
10,448
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,661
of 2,993 holders
Holding Since
Jun 2021
16 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, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. NEE ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
|
5,890 | $214,101 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $917,020 | 10,448 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $993,444 | 10,696 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $865,338 | 10,779 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $811,215 | 10,746 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $791,943 | 11,408 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $803,892 | 11,340 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $835,260 | 11,651 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $607,009 | 7,181 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $213,704 | 3,018 | Shares | Sole | 2024-07-12 | |
| 2022-12-31 | $211,257 | 2,527 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $207,864 | 2,651 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $217,972 | 2,814 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $237,018 | 2,798 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $257,300 | 2,756 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $216,401 | 2,756 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $201,959 | 2,756 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||