Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$965,031
-$195,318 QoQ
Shares Held
10,995
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,639
of 3,000 holders
Holding Since
Dec 2021
19 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, 2026Basepoint Wealth LLC holds $2,578,805 across 17 Utilities - Regulated Electric names. NEE ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
16,230 | $1,238,186 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
10,995 | $965,031 | |
| 3 | EIX |
Edison International
|
1,902 | $141,603 | |
| 4 | DUK |
Duke Energy CORP
|
573 | $72,530 | |
| 5 | ED |
Consolidated Edison Inc
|
263 | $29,095 | |
| 6 | POR |
Portland General Electric Co /Or/
|
510 | $26,433 | |
| 7 | SO |
Southern Co
|
254 | $24,310 | |
| 8 | XEL |
Xcel Energy Inc
|
295 | $23,688 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,031 | 10,995 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,160,349 | 12,493 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,016,344 | 12,660 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $952,381 | 12,616 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $872,192 | 12,564 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $892,505 | 12,590 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $895,981 | 12,498 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $1,050,961 | 12,433 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $897,799 | 12,679 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $807,119 | 12,629 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $771,519 | 12,702 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $713,661 | 12,457 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $911,547 | 12,285 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $935,211 | 12,133 | Shares | Sole | 2025-10-10 | |
| 2022-12-31 | $1,064,144 | 12,729 | Shares | Sole | 2025-10-09 | |
| 2022-09-30 | $996,042 | 12,703 | Shares | Sole | 2025-10-09 | |
| 2022-06-30 | $1,026,809 | 13,256 | Shares | Sole | 2025-10-09 | |
| 2022-03-31 | $1,290,472 | 15,234 | Shares | Sole | 2025-10-09 | |
| 2021-12-31 | $1,265,028 | 13,550 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||