Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,623,031
-$1,198,684 QoQ
Shares Held
269,147
+0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#369
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOWE & RUSLING INC holds $49,100,907 across 12 Utilities - Regulated Electric names. NEE ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
269,147 | $23,623,031 | |
| 2 | DTE |
Dte Energy Co
|
77,083 | $11,745,136 | |
| 3 | CMS |
Cms Energy Corp
|
116,029 | $8,876,218 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,036 | $962,595 | |
| 5 | SO |
Southern Co
|
8,177 | $782,620 | |
| 6 | ETR |
Entergy Corp /De/
|
6,695 | $768,987 | |
| 7 | PPL |
PPL Corp
|
18,067 | $656,735 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,142 | $498,484 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,623,031 | 269,147 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $24,821,715 | 267,245 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $21,147,919 | 263,427 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $19,412,328 | 257,151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $17,576,032 | 253,184 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,825,636 | 138,604 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $7,281,839 | 101,574 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,423,244 | 99,648 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,014,013 | 99,054 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,823,606 | 59,828 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,353,502 | 88,138 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,579,813 | 114,851 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,028,642 | 148,634 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,540,186 | 149,717 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,124,591 | 145,031 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,640,983 | 148,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,165,084 | 144,140 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,981,128 | 141,437 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,524,358 | 123,440 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,300,615 | 118,449 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $281,761 | 3,845 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $279,152 | 3,692 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $284,837 | 3,692 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $224,268 | 808 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $210,388 | 876 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $219,445 | 912 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||