Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,730,561
-$100,289 QoQ
Shares Held
19,717
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,295
of 2,988 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. NEE ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
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|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,561 | 19,717 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,830,850 | 19,712 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,626,633 | 20,262 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,566,568 | 20,752 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,448,587 | 20,867 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,479,261 | 20,867 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,620,552 | 22,605 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,483,491 | 29,380 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,443,391 | 20,384 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,295,391 | 20,269 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,326,440 | 21,838 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,197,017 | 20,894 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,598,564 | 21,544 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,683,735 | 21,844 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $1,801,078 | 21,544 | Shares | Sole | 2023-01-26 | |
| 2021-03-31 | $467,496 | 6,183 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $329,739 | 4,274 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||