Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$314,567
-$6,519 QoQ
Shares Held
3,584
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,385
of 3,000 holders
Holding Since
Jun 2021
20 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, 2026GW HENSSLER & ASSOCIATES LTD holds $174,003,988 across 11 Utilities - Regulated Electric names. NEE ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
301,784 | $41,287,069 | |
| 2 | EVRG |
Evergy, Inc.
|
383,867 | $33,177,624 | |
| 3 | SO |
Southern Co
|
343,576 | $32,883,658 | |
| 4 | D |
Dominion Energy, Inc
|
341,049 | $23,290,236 | |
| 5 | ETR |
Entergy Corp /De/
|
201,616 | $23,157,613 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
225,007 | $18,261,568 | |
| 7 | DUK |
Duke Energy CORP
|
6,830 | $864,541 | |
| 8 | NEE |
Nextera Energy Inc
This page
|
3,584 | $314,567 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,567 | 3,584 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $321,086 | 3,457 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $274,878 | 3,424 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $260,365 | 3,449 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $237,694 | 3,424 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $242,727 | 3,424 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $264,392 | 3,688 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $311,746 | 3,688 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $264,192 | 3,731 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $230,587 | 3,608 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $267,802 | 4,409 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $229,503 | 4,006 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $320,915 | 4,325 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $353,951 | 4,592 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $317,930 | 3,803 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $254,362 | 3,244 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $251,202 | 3,243 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $274,714 | 3,243 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $315,463 | 3,379 | Shares | Sole | 2022-01-28 | |
| 2021-06-30 | $252,009 | 3,439 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||