Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,240,513
-$427,273 QoQ
Shares Held
105,281
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.75%
of 13F equity value
Holder Rank
#607
of 3,000 holders
Holding Since
Jun 2024
9 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, 2026Orion Investment Co holds $11,292,231 across 3 Utilities - Regulated Electric names. NEE ranks #1 (81.8% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,240,513 | 105,281 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,667,786 | 104,089 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,250,295 | 102,769 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,710,548 | 102,140 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,063,276 | 101,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,080,067 | 99,874 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,099,317 | 99,028 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,056,807 | 95,313 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,807,673 | 96,140 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||