Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$14,883,597
-$1,010,492 QoQ
Shares Held
169,575
-0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#459
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $19,898,571 across 7 Utilities - Regulated Electric names. NEE ranks #1 (74.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
169,575 | $14,883,597 | |
| 2 | ES |
Eversource Energy
|
32,626 | $2,357,880 | |
| 3 | DUK |
Duke Energy CORP
|
7,915 | $1,001,879 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,240 | $853,694 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,284 | $347,689 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,078 | $242,648 | |
| 7 | DTE |
Dte Energy Co
|
1,386 | $211,184 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,883,597 | 169,575 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $15,894,089 | 171,125 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $13,904,334 | 173,198 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $13,315,605 | 176,389 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $12,335,309 | 177,691 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $13,018,310 | 183,641 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $13,433,343 | 187,381 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $15,910,321 | 188,221 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $13,651,530 | 192,791 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $13,138,681 | 205,581 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $13,001,822 | 214,057 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $12,642,871 | 220,682 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $16,642,837 | 224,297 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $17,732,793 | 230,057 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $19,667,903 | 235,262 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $18,546,160 | 236,528 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $18,564,993 | 239,672 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $21,591,223 | 254,884 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $24,772,329 | 265,342 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $22,087,597 | 281,299 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $21,089,177 | 287,789 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $22,110,027 | 292,422 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $23,291,276 | 301,896 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $22,119,866 | 79,694 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $19,778,960 | 82,354 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $20,224,111 | 84,050 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||