Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,011,037
-$23,538 QoQ
Shares Held
34,306
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#998
of 3,000 holders
Holding Since
Dec 2022
15 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, 2026CHAPIN DAVIS, INC. holds $3,857,922 across 3 Utilities - Regulated Electric names. NEE ranks #1 (78.0% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,011,037 | 34,306 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,034,575 | 32,672 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,332,134 | 29,050 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,192,984 | 29,050 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,025,606 | 29,179 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,760,411 | 24,833 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,067,320 | 14,888 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,258,482 | 14,888 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,008,971 | 14,249 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $823,863 | 12,891 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $255,897 | 4,213 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $241,019 | 4,207 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $312,159 | 4,207 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $317,338 | 4,117 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $392,251 | 4,692 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||