Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,301,068
-$74,248 QoQ
Shares Held
162,938
+5.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#471
of 3,009 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, 2026Atria Investments, Inc holds $115,021,022 across 30 Utilities - Regulated Electric names. NEE ranks #1 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
162,938 | $14,301,068 | |
| 2 | AEP |
American Electric Power Co Inc
|
83,365 | $11,405,165 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
94,457 | $11,029,743 | |
| 4 | SO |
Southern Co
|
113,465 | $10,859,735 | |
| 5 | ETR |
Entergy Corp /De/
|
82,087 | $9,428,512 | |
| 6 | DUK |
Duke Energy CORP
|
56,730 | $7,180,883 | |
| 7 | NGG |
National Grid PLC
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,301,068 | 162,938 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,375,316 | 154,773 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,874,150 | 172,822 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,193,597 | 161,526 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,814,525 | 155,784 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,461,778 | 161,684 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,931,506 | 152,483 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $13,157,939 | 155,660 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $10,930,585 | 154,365 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,207,130 | 128,417 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $7,621,776 | 125,482 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,599,177 | 115,189 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,120,664 | 122,920 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,378,323 | 121,670 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $11,901,463 | 142,362 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $10,671,052 | 136,093 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $10,087,305 | 130,226 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,434,919 | 146,794 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $11,982,475 | 128,347 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,100,891 | 128,641 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,801,880 | 120,113 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,497,033 | 99,154 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,553,293 | 97,904 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,505,728 | 23,439 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $5,267,408 | 21,932 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $5,457,742 | 22,682 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||