Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,269,644
+$248,854 QoQ
Shares Held
25,859
+18.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,121
of 2,993 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $4,788,453 across 18 Utilities - Regulated Electric names. NEE ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
25,859 | $2,269,644 | |
| 2 | DUK |
Duke Energy CORP
|
8,766 | $1,109,600 | |
| 3 | D |
Dominion Energy, Inc
|
7,153 | $488,478 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,639 | $248,341 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,128 | $131,716 | |
| 6 | AEP |
American Electric Power Co Inc
|
737 | $100,828 | |
| 7 | PCG |
PG&E Corp
|
5,170 | $86,959 | |
| 8 | ED |
Consolidated Edison Inc
|
581 | $64,276 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,269,644 | 25,859 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,020,790 | 21,757 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,752,753 | 21,833 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,657,533 | 21,957 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,564,171 | 22,532 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,644,435 | 23,197 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,718,911 | 23,977 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,034,721 | 24,071 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,782,924 | 25,179 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,420,974 | 22,234 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,313,623 | 21,627 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,352,445 | 23,607 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,775,606 | 23,930 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,096,884 | 27,204 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,279,103 | 27,262 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,104,759 | 26,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,143,860 | 27,677 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,429,228 | 28,677 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,629,671 | 28,167 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,130,640 | 27,135 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,025,459 | 27,640 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,159,421 | 28,560 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,236,732 | 28,992 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,039,510 | 7,348 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,776,537 | 7,397 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,770,241 | 7,357 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||