Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$297,013
+$11,222 QoQ
Shares Held
3,384
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,425
of 3,000 holders
Holding Since
Sep 2024
8 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, 2026PLANNING DIRECTIONS INC holds $503,166 across 2 Utilities - Regulated Electric names. NEE ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,384 | $297,013 | |
| 2 | EXC |
Exelon Corp
|
4,422 | $206,153 |
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,013 | 3,384 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $285,791 | 3,077 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $245,576 | 3,059 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $227,224 | 3,010 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $207,496 | 2,989 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $408,893 | 5,768 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $240,018 | 3,348 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $273,200 | 3,232 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||