Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$682,411
-$37,409 QoQ
Shares Held
7,775
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#1,828
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026Tandem Investment Partners LLC holds $1,107,584 across 2 Utilities - Regulated Electric names. NEE ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
7,775 | $682,411 | |
| 2 | D |
Dominion Energy, Inc
|
6,226 | $425,173 |
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,411 | 7,775 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $719,820 | 7,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $648,261 | 8,075 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $688,846 | 9,125 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $215,202 | 3,100 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $219,759 | 3,100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $222,239 | 3,100 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||