Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$581,915
-$33,879 QoQ
Shares Held
6,630
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,941
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, 2026Walsky Investment Management, Inc. holds $3,795,378 across 2 Utilities - Regulated Electric names. NEE ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,575 | $3,213,463 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,630 | $581,915 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,915 | 6,630 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $615,794 | 6,630 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $532,256 | 6,630 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||