Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$13,243,790
-$518,332 QoQ
Shares Held
150,892
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#488
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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. NEE ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,243,790 | 150,892 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $13,762,122 | 148,171 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,772,821 | 146,647 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,612,308 | 140,579 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,824,387 | 141,521 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $9,987,904 | 140,893 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,474,976 | 118,217 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,768,445 | 127,392 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,804,515 | 124,340 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $7,862,527 | 123,025 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $7,778,303 | 128,059 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,963,773 | 435,744 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $35,946,412 | 484,453 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,427,499 | 511,514 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $45,397,642 | 543,034 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $42,969,777 | 548,014 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $43,318,885 | 559,242 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $47,894,949 | 565,399 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $53,239,286 | 570,258 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,660,731 | 556,046 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,881,467 | 544,234 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $40,241,002 | 532,218 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $38,112,254 | 494,002 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $33,858,156 | 121,985 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $28,933,039 | 120,469 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,028,560 | 41,678 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||