Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,266,938
-$279,073 QoQ
Shares Held
48,615
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#852
of 2,988 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $4,563,008 across 2 Utilities - Regulated Electric names. NEE ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
48,615 | $4,266,938 | |
| 2 | DUK |
Duke Energy CORP
|
2,339 | $296,070 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,266,938 | 48,615 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,546,011 | 48,945 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,932,355 | 48,983 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,802,280 | 50,368 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,866,069 | 55,691 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,046,259 | 57,078 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,237,667 | 59,111 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,198,679 | 61,501 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,403,957 | 62,194 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,175,112 | 65,328 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,115,195 | 67,751 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,968,879 | 69,277 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,989,356 | 67,242 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,969,039 | 64,466 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,331,172 | 63,770 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $4,910,191 | 62,622 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,658,909 | 60,146 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,109,283 | 60,315 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,968,805 | 53,222 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $3,778,146 | 48,117 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,890,456 | 39,444 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,323,722 | 30,733 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,199,759 | 15,551 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $515,428 | 1,857 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $438,550 | 1,826 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $457,418 | 1,901 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||