Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,100,460
-$64,069 QoQ
Shares Held
12,538
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,552
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026Coquina Private Wealth LLC holds $1,405,517 across 2 Utilities - Regulated Electric names. NEE ranks #1 (78.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,538 | $1,100,460 | |
| 2 | DUK |
Duke Energy CORP
|
2,410 | $305,057 |
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,100,460 | 12,538 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,164,529 | 12,538 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,006,550 | 12,538 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||