Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$936,067
-$117,192 QoQ
Shares Held
10,665
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,657
of 3,000 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Convergence Financial, LLC holds $5,625,105 across 6 Utilities - Regulated Electric names. NEE ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
26,923 | $3,407,913 | |
| 2 | NEE |
Nextera Energy Inc
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|
10,665 | $936,067 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,169 | $433,550 | |
| 4 | CNP |
Centerpoint Energy Inc
|
8,098 | $356,635 | |
| 5 | EIX |
Edison International
|
3,484 | $259,383 | |
| 6 | ETR |
Entergy Corp /De/
|
2,016 | $231,557 |
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,067 | 10,665 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,053,259 | 11,340 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $447,561 | 5,575 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $408,400 | 5,410 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $396,874 | 5,717 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $368,060 | 5,192 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $359,812 | 5,019 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $444,965 | 5,264 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $397,102 | 5,608 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||