Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,636,662
-$166,866 QoQ
Shares Held
41,434
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#916
of 3,000 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,635,525 across 13 Utilities - Regulated Electric names. NEE ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,877 | $3,655,250 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
41,434 | $3,636,662 | |
| 3 | ED |
Consolidated Edison Inc
|
11,312 | $1,251,446 | |
| 4 | SO |
Southern Co
|
10,153 | $971,743 | |
| 5 | AEE |
Ameren Corp
|
8,088 | $914,267 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,378 | $872,574 | |
| 7 | LNT |
Alliant Energy Corp
|
7,527 | $574,234 | |
| 8 | ES |
Eversource Energy
|
6,690 | $483,486 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,636,662 | 41,434 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,803,528 | 40,951 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $930,605 | 11,592 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $941,209 | 12,468 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $706,903 | 10,183 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $764,265 | 10,781 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $900,641 | 12,563 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,072,178 | 12,684 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $540,563 | 7,634 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $407,937 | 6,383 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $300,237 | 4,943 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $322,473 | 4,346 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $865,685 | 11,231 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $824,714 | 9,865 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $776,023 | 9,897 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $766,311 | 9,893 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $918,086 | 10,838 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,227,964 | 13,153 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $783,158 | 9,974 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $705,539 | 9,628 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $728,351 | 9,633 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $828,668 | 10,741 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $721,378 | 2,599 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $627,083 | 2,611 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $534,657 | 2,222 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||