Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$471,851
-$27,471 QoQ
Shares Held
5,376
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,112
of 3,000 holders
Holding Since
Sep 2024
8 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, 2026Taylor Hoffman Capital Management LLC holds $4,329,777 across 5 Utilities - Regulated Electric names. NEE ranks #4 (10.9% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,851 | 5,376 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $499,322 | 5,376 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $427,009 | 5,319 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $401,531 | 5,319 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $369,244 | 5,319 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $394,928 | 5,571 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $399,384 | 5,571 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $470,916 | 5,571 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||