Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,108,447
+$251,351 QoQ
Shares Held
12,629
+36.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,546
of 2,997 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $12,768,756 across 8 Utilities - Regulated Electric names. NEE ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
76,389 | $6,134,036 | |
| 2 | SO |
Southern Co
|
18,206 | $1,742,496 | |
| 3 | DUK |
Duke Energy CORP
|
12,562 | $1,590,097 | |
| 4 | NEE |
Nextera Energy Inc
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|
12,629 | $1,108,447 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,287 | $734,132 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,725 | $646,427 | |
| 7 | ETR |
Entergy Corp /De/
|
5,128 | $589,002 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,089 | $224,119 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,108,447 | 12,629 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $857,096 | 9,228 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $757,200 | 9,432 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $727,421 | 9,636 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $649,562 | 9,357 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $643,468 | 9,077 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $632,735 | 8,826 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $642,850 | 7,605 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $567,471 | 8,014 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $475,809 | 7,445 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $382,468 | 6,676 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $568,372 | 7,660 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $801,709 | 10,401 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $914,249 | 10,936 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $874,585 | 11,154 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $886,219 | 11,441 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $826,515 | 9,757 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $484,258 | 5,187 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $394,248 | 5,021 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $364,861 | 4,979 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $359,298 | 4,752 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $651,686 | 8,447 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $555,397 | 2,001 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $418,856 | 1,744 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $368,870 | 1,533 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||