Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$245,756
-$14,308 QoQ
Shares Held
2,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,566
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, 2026PINNEY & SCOFIELD, INC. holds $253,336 across 2 Utilities - Regulated Electric names. NEE ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,800 | $245,756 | |
| 2 | ETR |
Entergy Corp /De/
|
66 | $7,580 |
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,756 | 2,800 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $260,064 | 2,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $224,784 | 2,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $211,372 | 2,800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $194,376 | 2,800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $191,403 | 2,700 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $187,110 | 2,610 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||