Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,915,053
-$183,663 QoQ
Shares Held
21,819
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,219
of 3,000 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $30,015,253 across 12 Utilities - Regulated Electric names. NEE ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
59,300 | $7,506,194 | |
| 2 | SO |
Southern Co
|
65,863 | $6,303,747 | |
| 3 | ED |
Consolidated Edison Inc
|
35,807 | $3,961,328 | |
| 4 | LNT |
Alliant Energy Corp
|
40,487 | $3,088,753 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,336 | $2,371,738 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
21,819 | $1,915,053 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
15,764 | $1,840,762 | |
| 8 | ETR |
Entergy Corp /De/
|
10,058 | $1,155,261 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,915,053 | 21,819 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,098,716 | 22,596 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,635,945 | 20,378 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,288,614 | 17,070 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,128,630 | 16,258 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,045,698 | 14,751 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,000,935 | 13,962 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,144,789 | 13,543 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $903,181 | 12,755 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $764,938 | 11,969 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $696,870 | 11,473 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $640,387 | 11,178 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $897,374 | 12,094 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $3,160,280 | 41,000 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,264,937 | 51,016 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,837,265 | 36,185 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $803,802 | 10,377 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,550,108 | 18,299 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $896,909 | 9,607 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $610,323 | 8,072 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $573,147 | 7,429 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||