Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,603,206
-$316,066 QoQ
Shares Held
18,266
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,354
of 3,015 holders
Holding Since
Mar 2020
26 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, 2026PDS Planning, Inc holds $7,480,887 across 15 Utilities - Regulated Electric names. NEE ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
18,266 | $1,603,206 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,431 | $1,153,445 | |
| 3 | KEP |
Korea Electric Power Corp
|
68,239 | $825,691 | |
| 4 | SO |
Southern Co
|
6,492 | $621,349 | |
| 5 | DUK |
Duke Energy CORP
|
4,530 | $573,407 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,381 | $436,721 | |
| 7 | NGG |
National Grid PLC
|
4,248 | $352,031 | |
| 8 | DTE |
Dte Energy Co
|
2,057 | $313,425 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,206 | 18,266 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,919,272 | 20,664 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,637,872 | 20,402 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,593,518 | 21,109 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,492,877 | 21,505 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,103,757 | 15,570 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,001,580 | 13,971 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,124,587 | 13,304 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $908,775 | 12,834 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $843,612 | 13,200 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $703,065 | 11,575 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $716,067 | 12,499 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,056,385 | 14,237 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $990,015 | 12,844 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $843,858 | 10,094 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $794,136 | 10,128 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $795,978 | 10,276 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $785,346 | 9,271 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $913,247 | 9,782 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $854,925 | 10,888 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $720,488 | 9,832 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $873,673 | 11,555 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $755,221 | 9,789 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $725,541 | 2,614 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $724,352 | 3,016 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $710,550 | 2,953 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||