Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$277,265
-$16,050 QoQ
Shares Held
3,159
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,463
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $509,325 across 21 Utilities - Regulated Electric names. NEE ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,159 | $277,265 | |
| 2 | ED |
Consolidated Edison Inc
|
570 | $63,059 | |
| 3 | EXC |
Exelon Corp
|
981 | $45,734 | |
| 4 | AEP |
American Electric Power Co Inc
|
241 | $32,971 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
351 | $28,487 | |
| 6 | EIX |
Edison International
|
329 | $24,494 | |
| 7 | ES |
Eversource Energy
|
323 | $23,343 | |
| 8 | DUK |
Duke Energy CORP
|
52 | $6,582 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,265 | 3,159 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $293,315 | 3,158 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $253,363 | 3,156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $242,473 | 3,212 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $222,768 | 3,209 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $228,691 | 3,226 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $221,880 | 3,095 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $260,859 | 3,086 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $218,023 | 3,079 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $196,203 | 3,070 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $198,619 | 3,270 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $719,734 | 12,563 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $927,129 | 12,495 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $998,108 | 12,949 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,023,849 | 12,247 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $956,445 | 12,198 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $941,061 | 12,149 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,159,425 | 13,687 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $372,132 | 3,986 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $312,745 | 3,983 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $150,590 | 2,055 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $50,205 | 664 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $51,227 | 664 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $46,074 | 166 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $39,868 | 166 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $39,942 | 166 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||