Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,855,100
-$178,052 QoQ
Shares Held
78,103
+3.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#694
of 2,997 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, 2026WEDBUSH SECURITIES INC holds $31,098,962 across 24 Utilities - Regulated Electric names. NEE ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
78,103 | $6,855,100 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
29,121 | $3,400,459 | |
| 3 | AEP |
American Electric Power Co Inc
|
21,469 | $2,937,173 | |
| 4 | SO |
Southern Co
|
24,215 | $2,317,617 | |
| 5 | XEL |
Xcel Energy Inc
|
28,492 | $2,287,907 | |
| 6 | DUK |
Duke Energy CORP
|
17,818 | $2,255,402 | |
| 7 | CMS |
Cms Energy Corp
|
21,130 | $1,616,445 | |
| 8 | AEE |
Ameren Corp
|
11,526 | $1,302,899 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,855,100 | 78,103 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $7,033,152 | 75,723 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $6,141,098 | 76,496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,843,287 | 64,158 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,569,576 | 51,420 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,093,472 | 57,744 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,134,433 | 57,671 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,346,870 | 51,424 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,904,038 | 55,134 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,376,365 | 52,830 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,717,446 | 44,739 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,698,129 | 47,096 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,613,317 | 48,697 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,810,681 | 49,438 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,977,186 | 47,574 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,671,705 | 46,827 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,575,166 | 46,155 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $3,844,902 | 45,389 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $4,204,094 | 45,031 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,588,599 | 45,703 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,378,574 | 46,105 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,987,595 | 52,739 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,872,775 | 50,198 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,761,999 | 9,951 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,495,126 | 10,389 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,490,657 | 10,351 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||