Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,606,242
-$161,396 QoQ
Shares Held
29,694
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,051
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, 2026WealthTrust Axiom LLC holds $17,734,151 across 14 Utilities - Regulated Electric names. NEE ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
26,763 | $2,960,790 | |
| 2 | NEE |
Nextera Energy Inc
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|
29,694 | $2,606,242 | |
| 3 | EVRG |
Evergy, Inc.
|
28,516 | $2,464,637 | |
| 4 | EXC |
Exelon Corp
|
47,558 | $2,217,153 | |
| 5 | CMS |
Cms Energy Corp
|
26,400 | $2,019,600 | |
| 6 | DUK |
Duke Energy CORP
|
14,158 | $1,792,119 | |
| 7 | XEL |
Xcel Energy Inc
|
13,151 | $1,056,025 | |
| 8 | PPL |
PPL Corp
|
18,397 | $668,730 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,606,242 | 29,694 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,767,638 | 29,798 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,392,103 | 29,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,290,593 | 30,343 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,047,820 | 29,499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,123,793 | 29,959 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,158,514 | 30,109 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,551,876 | 30,189 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,146,534 | 30,314 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,940,499 | 30,363 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,844,005 | 30,359 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $933,827 | 16,300 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,164,865 | 15,699 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,256,249 | 16,298 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,312,269 | 15,697 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,215,119 | 15,497 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,166,315 | 15,057 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,148,413 | 13,557 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,265,681 | 13,557 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,064,495 | 13,557 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $989,792 | 13,507 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,076,913 | 14,243 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,099,001 | 14,245 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $988,391 | 3,561 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $831,228 | 3,461 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $832,785 | 3,461 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||