Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$235,750
+$6,430 QoQ
Shares Held
2,686
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,597
of 2,993 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2025CallValue
$32,112
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Entelevest, LLC holds $441,442 across 2 Utilities - Regulated Electric names. NEE ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,686 | $235,750 | |
| 2 | DUK |
Duke Energy CORP
|
1,625 | $205,692 |
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,750 | 2,686 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $229,320 | 2,469 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $262,114 | 3,265 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $32,112 | 400 | Call | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||