Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$31,509
-$804,596 QoQ
Shares Held
359
-96.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,879
of 2,993 holders
Holding Since
Mar 2025
6 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, 2026TOUNJIAN ADVISORY PARTNERS, LLC holds $424,865 across 24 Utilities - Regulated Electric names. NEE ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
1,942 | $90,536 | |
| 2 | SO |
Southern Co
|
849 | $81,257 | |
| 3 | DTE |
Dte Energy Co
|
460 | $70,090 | |
| 4 | AEE |
Ameren Corp
|
391 | $44,198 | |
| 5 | NEE |
Nextera Energy Inc
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|
359 | $31,509 | |
| 6 | AEP |
American Electric Power Co Inc
|
140 | $19,153 | |
| 7 | ETR |
Entergy Corp /De/
|
154 | $17,688 | |
| 8 | XEL |
Xcel Energy Inc
|
174 | $13,972 |
All Filings in NEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,509 | 359 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $836,105 | 9,002 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $648,822 | 8,082 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $616,451 | 8,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,019,085 | 14,680 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,048,321 | 14,788 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||