Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,666,576
-$51,425 QoQ
Shares Held
18,988
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,325
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, 2026Avantax Planning Partners, Inc. holds $10,133,480 across 9 Utilities - Regulated Electric names. NEE ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,431 | $3,199,681 | |
| 2 | LNT |
Alliant Energy Corp
|
28,389 | $2,165,796 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
18,988 | $1,666,576 | |
| 4 | DUK |
Duke Energy CORP
|
6,521 | $825,428 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,667 | $661,735 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,031 | $551,481 | |
| 7 | ED |
Consolidated Edison Inc
|
4,890 | $540,980 | |
| 8 | XEL |
Xcel Energy Inc
|
3,276 | $263,062 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,576 | 18,988 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,718,001 | 18,497 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,479,881 | 18,434 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,396,489 | 18,499 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,229,983 | 17,718 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,300,902 | 18,351 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,339,599 | 18,686 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,578,259 | 18,671 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,318,765 | 18,624 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,160,286 | 18,155 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,046,610 | 17,231 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,454,421 | 25,387 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,936,694 | 26,101 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,976,254 | 25,639 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,984,998 | 23,744 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,977,029 | 25,214 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,978,173 | 25,538 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,151,803 | 25,402 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,417,463 | 25,894 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,046,388 | 26,062 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,841,306 | 25,127 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,052,433 | 27,145 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,074,717 | 26,892 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,905,726 | 6,866 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,779,179 | 7,408 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,706,958 | 7,094 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||