Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,731,676
-$1,435,846 QoQ
Shares Held
247,598
-0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
#386
of 3,000 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, 2026WENDELL DAVID ASSOCIATES INC holds $22,211,414 across 2 Utilities - Regulated Electric names. NEE ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
247,598 | $21,731,676 | |
| 2 | DUK |
Duke Energy CORP
|
3,790 | $479,738 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,731,676 | 247,598 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $23,167,522 | 249,435 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $20,122,262 | 250,651 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $18,805,993 | 249,119 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $17,234,278 | 248,261 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $17,968,559 | 253,471 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $18,136,207 | 252,981 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $21,392,936 | 253,081 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $17,512,800 | 247,321 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $15,345,685 | 240,114 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $14,286,290 | 235,204 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $13,060,630 | 227,974 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $16,071,497 | 216,597 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $16,897,785 | 219,224 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $18,426,610 | 220,414 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $17,356,367 | 221,354 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $17,172,029 | 221,689 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $18,692,870 | 220,669 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $20,624,531 | 220,914 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $18,001,887 | 229,265 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $16,519,876 | 225,435 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $16,632,082 | 219,972 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $16,410,422 | 212,708 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $14,599,378 | 52,599 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $12,725,167 | 52,984 | Shares | Other | 2020-07-17 | |
| 2020-03-31 | $12,881,351 | 53,534 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||