Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,692
-$797 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,927
of 3,000 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Greykasell Wealth Strategies, Inc. holds $216,967 across 12 Utilities - Regulated Electric names. NEE ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
1,732 | $76,277 | |
| 2 | SO |
Southern Co
|
647 | $61,924 | |
| 3 | FE |
Firstenergy Corp
|
323 | $15,355 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
156 | $13,692 | |
| 5 | ETR |
Entergy Corp /De/
|
118 | $13,553 | |
| 6 | ED |
Consolidated Edison Inc
|
71 | $7,854 | |
| 7 | AEP |
American Electric Power Co Inc
|
54 | $7,387 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
87 | $7,060 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,692 | 156 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,489 | 156 | Shares | Sole | 2026-05-07 | |
| 2025-03-31 | $17,013 | 240 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||