Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,044,916
-$108,081 QoQ
Shares Held
34,692
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#990
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)
Derivatives in NEE
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$2,574,722
PutShares
36,361
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BENDER ROBERT & ASSOCIATES holds $3,266,177 across 2 Utilities - Regulated Electric names. NEE ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
34,692 | $3,044,916 | |
| 2 | DUK |
Duke Energy CORP
|
1,748 | $221,261 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,044,916 | 34,692 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,152,997 | 33,947 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,827,461 | 35,220 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,708,052 | 35,873 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,495,510 | 35,948 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,566,076 | 36,198 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,618,548 | 36,526 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,062,606 | 36,231 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,574,722 | 36,361 | Put | Sole | 2024-07-30 | |
| 2024-03-31 | $2,418,418 | 37,841 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,334,238 | 38,430 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,305,063 | 40,235 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,964,661 | 39,955 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,069,556 | 39,823 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,373,928 | 40,358 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,164,470 | 40,358 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,004,208 | 38,784 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,380,267 | 39,904 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $3,259,010 | 34,908 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,740,976 | 34,908 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,565,239 | 35,006 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $2,512,595 | 33,231 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,254,785 | 29,226 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,862,150 | 6,709 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,599,532 | 6,660 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,496,656 | 6,220 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||