Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,331
-$1,533 QoQ
Shares Held
300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,895
of 3,000 holders
Holding Since
Sep 2025
4 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, 2026Tripletail Wealth Management, LLC holds $215,836 across 2 Utilities - Regulated Electric names. NEE ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,980 | $189,505 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
300 | $26,331 |
All Filings in NEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,331 | 300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,864 | 300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,084 | 300 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,647 | 300 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||