Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,847,397
-$481,367 QoQ
Shares Held
43,835
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#894
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, 2026BLB&B Advisors, LLC holds $22,713,177 across 11 Utilities - Regulated Electric names. NEE ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
97,782 | $11,418,003 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
43,835 | $3,847,397 | |
| 3 | DUK |
Duke Energy CORP
|
21,457 | $2,716,026 | |
| 4 | CNP |
Centerpoint Energy Inc
|
31,471 | $1,385,982 | |
| 5 | CMS |
Cms Energy Corp
|
10,300 | $787,949 | |
| 6 | PPL |
PPL Corp
|
16,411 | $596,539 | |
| 7 | EXC |
Exelon Corp
|
10,947 | $510,349 | |
| 8 | SO |
Southern Co
|
4,902 | $469,170 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,847,397 | 43,835 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $4,328,764 | 46,606 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,863,923 | 60,587 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,486,923 | 205,152 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $13,702,397 | 197,384 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,871,896 | 195,682 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $13,479,512 | 188,025 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,800,347 | 186,920 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $13,327,504 | 188,215 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $12,504,119 | 195,652 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,481,098 | 205,484 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,038,757 | 157,772 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,301,550 | 152,312 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $11,623,972 | 150,804 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,466,097 | 149,116 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $11,937,608 | 152,246 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $11,707,381 | 151,141 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $12,510,396 | 147,685 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $13,207,919 | 141,473 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $11,130,916 | 141,759 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $10,355,929 | 141,320 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $10,451,419 | 138,228 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $10,861,717 | 140,787 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $9,021,810 | 32,504 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $7,735,875 | 32,210 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $7,285,732 | 30,279 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||