Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,701,511
-$957,832 QoQ
Shares Held
156,107
-1.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#478
of 2,988 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, 2026J.W. COLE ADVISORS, INC. holds $74,083,348 across 26 Utilities - Regulated Electric names. NEE ranks #1 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
156,107 | $13,701,511 | |
| 2 | DUK |
Duke Energy CORP
|
85,648 | $10,841,323 | |
| 3 | SO |
Southern Co
|
78,168 | $7,481,459 | |
| 4 | ETR |
Entergy Corp /De/
|
48,933 | $5,620,444 | |
| 5 | AEP |
American Electric Power Co Inc
|
39,242 | $5,368,698 | |
| 6 | LNT |
Alliant Energy Corp
|
48,792 | $3,722,341 | |
| 7 | DTE |
Dte Energy Co
|
20,279 | $3,089,911 | |
| 8 | ED |
Consolidated Edison Inc
|
23,405 | $2,589,295 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,701,511 | 156,107 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,659,343 | 157,831 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,045,452 | 150,043 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,946,292 | 158,250 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $11,563,358 | 166,571 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,460,290 | 161,663 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,609,591 | 50,350 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,180,769 | 49,459 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,579,091 | 50,545 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,595,960 | 40,619 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,279,815 | 37,534 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,065,705 | 36,057 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,781,906 | 37,492 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,481,086 | 45,162 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,700,219 | 44,261 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,563,812 | 45,451 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,627,761 | 46,834 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,968,917 | 46,853 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $4,182,901 | 44,804 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,479,142 | 44,309 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,655,667 | 36,240 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,653,457 | 35,094 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,506,603 | 32,490 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,159,251 | 36,602 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,218,210 | 9,236 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $565,938 | 2,352 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||