Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,663,432
-$505,858 QoQ
Shares Held
41,739
-7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#912
of 2,993 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. NEE ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,663,432 | 41,739 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,169,290 | 44,889 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,840,274 | 47,836 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,856,708 | 51,089 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,465,659 | 35,518 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,443,223 | 34,465 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,234,079 | 45,112 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,548,738 | 41,982 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,036,545 | 42,883 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,512,174 | 39,308 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,121,405 | 34,926 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,129,010 | 37,162 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,826,500 | 38,093 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,820,434 | 36,591 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,183,822 | 38,084 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,556,991 | 45,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,966,029 | 51,201 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,454,982 | 40,786 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,067,996 | 32,862 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,505,023 | 31,903 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,506,982 | 34,211 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,865,979 | 24,679 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $669,970 | 8,684 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,891,897 | 10,419 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $579,049 | 2,411 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $546,929 | 2,273 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||