Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$604,296
-$23,758 QoQ
Shares Held
6,885
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,911
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, 2026BDFS Capital LLC holds $983,943 across 2 Utilities - Regulated Electric names. NEE ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,885 | $604,296 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,775 | $379,647 |
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,296 | 6,885 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $628,054 | 6,762 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $450,611 | 5,613 | Shares | Sole | 2026-02-26 | |
| No filing history on record for this holder in this stock. | ||||||