Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,719,063
-$76,214 QoQ
Shares Held
19,586
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,304
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $31,602,800 across 11 Utilities - Regulated Electric names. NEE ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
188,777 | $18,067,846 | |
| 2 | DUK |
Duke Energy CORP
|
36,014 | $4,558,652 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,676 | $3,582,036 | |
| 4 | NEE |
Nextera Energy Inc
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|
19,586 | $1,719,063 | |
| 5 | ED |
Consolidated Edison Inc
|
12,843 | $1,420,821 | |
| 6 | LNT |
Alliant Energy Corp
|
6,268 | $478,185 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,466 | $474,183 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,132 | $416,513 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,719,063 | 19,586 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,795,277 | 19,329 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,544,587 | 19,240 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,479,377 | 19,597 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,372,849 | 19,776 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,351,872 | 19,070 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,238,803 | 17,280 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,367,526 | 16,178 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,129,985 | 15,958 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,123,090 | 17,573 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,067,384 | 17,573 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,006,757 | 17,573 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,301,839 | 17,545 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,368,170 | 17,750 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,639,814 | 19,615 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,591,174 | 20,293 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,472,359 | 19,008 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,639,900 | 19,359 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,822,293 | 19,519 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,561,448 | 19,886 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,508,908 | 20,591 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,556,885 | 20,591 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,636,814 | 21,216 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,472,178 | 5,304 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,273,861 | 5,304 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,307,047 | 5,432 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||