Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$59,871,283
-$4,430,106 QoQ
Shares Held
644,609
-19.5% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EP Wealth Advisors, LLC holds $167,382,733 across 28 Utilities - Regulated Electric names. NEE ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
644,609 | $59,871,283 | |
| 2 | XEL |
Xcel Energy Inc
|
565,921 | $44,956,764 | |
| 3 | SO |
Southern Co
|
385,144 | $37,174,098 | |
| 4 | DUK |
Duke Energy CORP
|
28,787 | $3,769,369 | |
| 5 | IDA |
Idacorp Inc
|
17,550 | $2,509,123 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,750 | $2,195,590 | |
| 7 | ED |
Consolidated Edison Inc
|
16,193 | $1,832,723 | |
| 8 | ES |
Eversource Energy
|
24,148 | $1,672,973 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,871,283 | 644,609 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $64,301,389 | 800,964 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $67,869,087 | 977,659 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,069,609 | 1,016,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $74,434,436 | 1,038,282 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $89,348,632 | 1,057,005 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $82,228,678 | 1,161,258 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $77,328,927 | 1,209,966 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $72,570,147 | 1,194,767 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $69,716,602 | 1,216,907 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $429,172 | 5,784 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $500,730,641 | 6,496,246 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $5,707,121 | 68,267 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $5,438,439 | 69,359 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,125,037 | 27,434 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,131,303 | 25,160 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,471,239 | 26,470 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,045,053 | 26,045 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,792,135 | 24,456 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $1,349,789 | 17,852 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,342,795 | 17,405 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $1,250,407 | 4,505 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,040,896 | 4,334 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,169,894 | 4,862 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||