Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,946,051
-$88,006 QoQ
Shares Held
44,959
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#880
of 2,988 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, 2026HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. NEE ranks #1 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
44,959 | $3,946,051 | |
| 2 | DUK |
Duke Energy CORP
|
12,668 | $1,603,515 | |
| 3 | EXC |
Exelon Corp
|
27,078 | $1,262,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,729 | $1,194,214 | |
| 5 | PPL |
PPL Corp
|
30,869 | $1,122,088 | |
| 6 | D |
Dominion Energy, Inc
|
14,014 | $957,016 | |
| 7 | SO |
Southern Co
|
9,437 | $903,215 | |
| 8 | LNT |
Alliant Energy Corp
|
10,892 | $830,950 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,946,051 | 44,959 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,034,057 | 43,433 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,527,904 | 43,945 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,342,923 | 44,283 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,848,580 | 41,034 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,874,943 | 40,555 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,553,812 | 35,623 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,930,739 | 34,671 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,488,475 | 35,143 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,266,951 | 35,471 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,078,522 | 34,220 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,051,955 | 35,817 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,640,629 | 35,588 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,264,954 | 42,358 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $6,979,262 | 83,484 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,319,838 | 29,586 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,336,890 | 30,169 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,361,208 | 39,679 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,955,849 | 42,372 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,326,185 | 42,361 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,818,788 | 38,466 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,018,729 | 39,925 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,561,012 | 46,157 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,287,975 | 11,846 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,821,517 | 11,748 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,821,991 | 11,728 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||