Position in NEE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,225,575
+$560,071 QoQ
Shares Held
45,495
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $5,563,650 across 2 Utilities - Regulated Electric names. NEE ranks #1 (75.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
45,495 | $4,225,575 | |
| 2 | DUK |
Duke Energy CORP
|
10,219 | $1,338,075 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,225,575 | 45,495 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,665,504 | 45,659 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,445,439 | 45,641 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,212,757 | 46,280 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,759,651 | 53,035 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,698,487 | 51,590 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,856,248 | 57,450 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,989,506 | 56,341 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,244,071 | 50,760 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $3,040,340 | 50,055 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,997,813 | 52,327 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,812,773 | 37,908 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,850,803 | 36,985 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,932,604 | 35,079 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,759,953 | 35,199 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $3,224,737 | 41,631 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,360,530 | 39,671 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,736,827 | 40,026 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,012,498 | 38,366 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,717,222 | 37,080 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,454,149 | 32,458 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,271,141 | 29,438 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,047,560 | 7,377 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,138,954 | 8,906 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,892,716 | 7,866 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||