Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,734,335
+$1,666,162 QoQ
Shares Held
19,760
+2592.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,291
of 2,988 holders
Holding Since
Mar 2026
2 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, 2026Timothy G. Youngquist 2020 Irrevocable Trust holds $1,734,335 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
19,760 | $1,734,335 |
All Filings in NEE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734,335 | 19,760 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $68,173 | 734 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||