Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,450,048
-$84,329 QoQ
Shares Held
16,521
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,392
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026COZAD ASSET MANAGEMENT INC holds $5,639,735 across 7 Utilities - Regulated Electric names. NEE ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
29,517 | $2,251,851 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
16,521 | $1,450,048 | |
| 3 | AEE |
Ameren Corp
|
5,217 | $589,729 | |
| 4 | SO |
Southern Co
|
5,318 | $508,985 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,674 | $365,829 | |
| 6 | NGG |
National Grid PLC
|
2,911 | $241,234 | |
| 7 | DTE |
Dte Energy Co
|
1,523 | $232,059 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,450,048 | 16,521 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,534,377 | 16,520 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $1,311,213 | 16,333 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,280,612 | 16,964 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,177,640 | 16,964 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,111,555 | 15,680 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,110,478 | 15,490 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,334,221 | 15,784 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,128,640 | 15,939 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,026,969 | 16,069 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $986,478 | 16,241 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,031,735 | 18,009 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,357,785 | 18,299 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,437,002 | 18,643 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,594,753 | 19,076 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,520,761 | 19,395 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,502,336 | 19,395 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,304,110 | 15,395 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,203,503 | 12,891 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,036,542 | 13,201 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $967,369 | 13,201 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,056,196 | 13,969 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,003,798 | 13,011 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $589,815 | 2,125 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $444,314 | 1,850 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $445,147 | 1,850 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||