Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$513,278
-$336,016 QoQ
Shares Held
5,848
-36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,038
of 3,000 holders
Holding Since
Mar 2020
22 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, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names. NEE ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
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|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,278 | 5,848 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $849,294 | 9,144 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $675,957 | 8,420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $617,432 | 8,179 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $415,131 | 5,980 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $201,823 | 2,847 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $398,474 | 4,714 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $273,087 | 4,496 | Shares | Sole | 2024-02-07 | |
| 2023-06-30 | $618,976 | 8,342 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $285,735 | 3,707 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $828,058 | 9,905 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $979,497 | 12,492 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $964,919 | 12,457 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,146,634 | 13,536 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,403,574 | 15,034 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,163,823 | 14,822 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $989,499 | 13,503 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,100,805 | 14,559 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,101,470 | 14,277 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $923,442 | 3,327 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $498,833 | 2,077 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $426,378 | 1,772 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||