Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,030,464
-$770,434 QoQ
Shares Held
80,101
-4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#687
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $55,647,166 across 12 Utilities - Regulated Electric names. NEE ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
373,884 | $16,465,851 | |
| 2 | PPL |
PPL Corp
|
393,955 | $14,320,264 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
80,101 | $7,030,464 | |
| 4 | POR |
Portland General Electric Co /Or/
|
118,335 | $6,133,303 | |
| 5 | OGE |
Oge Energy Corp.
|
61,199 | $2,977,943 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
21,430 | $2,502,381 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
25,435 | $2,064,304 | |
| 8 | AEE |
Ameren Corp
|
13,147 | $1,486,136 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,030,464 | 80,101 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,800,898 | 83,989 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,676,036 | 70,703 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,682,175 | 48,777 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,842,258 | 55,348 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,992,737 | 56,323 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,189,398 | 239,774 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,901,986 | 247,273 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,141,805 | 256,204 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $16,947,525 | 265,178 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,284,819 | 268,107 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,115,279 | 263,838 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $19,272,708 | 259,740 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $20,648,113 | 267,879 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,328,724 | 267,090 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,100,523 | 269,105 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,572,618 | 291,410 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $25,271,957 | 298,335 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $26,517,414 | 284,034 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $24,069,913 | 306,545 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $23,558,787 | 321,490 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $24,251,756 | 320,748 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $25,114,408 | 325,527 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $24,076,664 | 86,744 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $23,644,015 | 98,447 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $26,700,157 | 110,964 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||