Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$827,671
+$12,464 QoQ
Shares Held
9,430
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,715
of 2,993 holders
Holding Since
Dec 2023
10 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, 2026Stonebrook Private Inc. holds $3,940,510 across 10 Utilities - Regulated Electric names. NEE ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
6,138 | $935,247 | |
| 2 | NEE |
Nextera Energy Inc
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|
9,430 | $827,671 | |
| 3 | ETR |
Entergy Corp /De/
|
4,765 | $547,307 | |
| 4 | ED |
Consolidated Edison Inc
|
2,846 | $314,852 | |
| 5 | PCG |
PG&E Corp
|
14,598 | $245,538 | |
| 6 | ES |
Eversource Energy
|
3,066 | $221,579 | |
| 7 | SO |
Southern Co
|
2,284 | $218,601 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
1,822 | $212,754 |
All Filings in NEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $827,671 | 9,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $815,207 | 8,777 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $723,563 | 9,013 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,499,231 | 19,860 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,330,295 | 19,163 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,326,068 | 18,706 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,280,670 | 17,864 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,376,824 | 16,288 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $672,765 | 9,501 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $214,837 | 3,537 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||