Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$200,378
-$18,633 QoQ
Shares Held
2,283
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2,724
of 2,988 holders
Holding Since
Mar 2026
2 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, 2026S Harris Financial Group, LLC holds $419,234 across 2 Utilities - Regulated Electric names. NEE ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,729 | $218,856 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,283 | $200,378 |
All Filings in NEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,378 | 2,283 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $219,011 | 2,358 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||