Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,332,962
-$95,903 QoQ
Shares Held
15,187
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,438
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST FINANCIAL CORP /IN/ holds $2,045,956 across 10 Utilities - Regulated Electric names. NEE ranks #1 (65.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,187 | $1,332,962 | |
| 2 | DUK |
Duke Energy CORP
|
1,720 | $217,716 | |
| 3 | D |
Dominion Energy, Inc
|
2,000 | $136,580 | |
| 4 | CMS |
Cms Energy Corp
|
1,405 | $107,482 | |
| 5 | EVRG |
Evergy, Inc.
|
1,000 | $86,430 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 7 | ES |
Eversource Energy
|
600 | $43,362 | |
| 8 | DTE |
Dte Energy Co
|
235 | $35,806 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,962 | 15,187 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,428,865 | 15,384 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,317,876 | 16,416 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,238,941 | 16,412 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,131,337 | 16,297 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,218,669 | 17,191 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,114,707 | 15,549 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,228,811 | 14,537 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,078,010 | 15,224 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $895,122 | 14,006 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $835,357 | 13,753 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $424,461 | 7,409 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $568,668 | 7,664 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $613,171 | 7,955 | Shares | Defined | 2023-04-17 | |
| 2022-12-31 | $745,795 | 8,921 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $682,559 | 8,705 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $658,642 | 8,503 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $739,686 | 8,732 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $866,847 | 9,285 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $736,909 | 9,385 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $731,113 | 9,977 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $789,519 | 10,442 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $830,828 | 10,769 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $752,742 | 2,712 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $629,485 | 2,621 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $675,419 | 2,807 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||