Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,814,118
-$282,462 QoQ
Shares Held
20,669
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,257
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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. NEE ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,814,118 | 20,669 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,096,580 | 22,573 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,828,136 | 22,772 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,724,040 | 22,838 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,809,571 | 26,067 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,854,836 | 26,165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,479,470 | 34,586 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,906,141 | 34,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,422,905 | 34,217 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,514,475 | 39,344 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,770,510 | 29,149 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,774,042 | 30,966 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,262,135 | 30,487 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,350,862 | 30,499 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,565,600 | 30,689 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,375,666 | 30,298 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,353,544 | 30,384 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,082,847 | 12,783 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,314,882 | 14,084 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,096,374 | 13,963 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $530,767 | 7,243 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $638,904 | 8,450 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,608,577 | 20,850 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,316,744 | 4,744 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,115,109 | 4,643 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,103,483 | 4,586 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||