Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,513,520
-$106,849 QoQ
Shares Held
40,031
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#926
of 3,000 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $9,239,796 across 8 Utilities - Regulated Electric names. NEE ranks #1 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
40,031 | $3,513,520 | |
| 2 | ES |
Eversource Energy
|
38,560 | $2,786,731 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,722 | $782,826 | |
| 4 | DTE |
Dte Energy Co
|
3,717 | $566,359 | |
| 5 | DUK |
Duke Energy CORP
|
3,827 | $484,421 | |
| 6 | SO |
Southern Co
|
4,560 | $436,437 | |
| 7 | IDA |
Idacorp Inc
|
2,398 | $362,817 | |
| 8 | LNT |
Alliant Energy Corp
|
4,020 | $306,685 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,513,520 | 40,031 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,620,369 | 38,979 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,108,923 | 38,726 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,833,517 | 37,535 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,355,073 | 33,925 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,394,876 | 33,783 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,236,297 | 31,194 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,546,381 | 30,124 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $721,978 | 10,196 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $651,626 | 10,196 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $619,426 | 10,198 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $608,076 | 10,614 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $763,592 | 10,291 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $793,230 | 10,291 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $865,092 | 10,348 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $850,199 | 10,843 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $848,032 | 10,948 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,058,366 | 12,494 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,192,580 | 12,774 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,003,014 | 12,774 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $935,785 | 12,770 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $970,983 | 12,842 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $994,772 | 12,894 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||