Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,738,738
-$505,506 QoQ
Shares Held
42,597
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#903
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LS Investment Advisors, LLC holds $5,717,771 across 3 Utilities - Regulated Electric names. NEE ranks #1 (65.4% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,738,738 | 42,597 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,244,244 | 45,696 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,254,599 | 52,997 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,096,615 | 54,267 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,835,107 | 55,245 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,768,016 | 53,153 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,939,222 | 54,948 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,609,167 | 54,527 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,057,483 | 57,301 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,608,550 | 56,463 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,314,338 | 54,566 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $4,167,331 | 72,741 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $6,882,346 | 92,754 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,072,321 | 91,753 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $831,318 | 9,944 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $317,874 | 4,054 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $314,022 | 4,054 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $343,414 | 4,054 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $389,871 | 4,176 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $377,759 | 4,811 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $319,574 | 4,361 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,866,673 | 90,817 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,412,594 | 57,195 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,456,732 | 12,454 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,095,310 | 12,888 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $4,119,414 | 17,120 | Shares | Defined | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||