Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,660,141
-$649,074 QoQ
Shares Held
110,062
-0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#582
of 2,988 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. NEE ranks #1 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,660,141 | 110,062 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,309,215 | 110,995 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,818,677 | 109,849 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,664,289 | 114,774 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,802,738 | 112,399 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,418,664 | 90,544 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,701,437 | 93,478 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,211,676 | 85,315 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,078,117 | 85,837 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,490,572 | 85,911 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,812,939 | 95,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,759,363 | 100,530 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,562,389 | 101,919 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,396,828 | 95,963 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,699,323 | 56,212 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,217,326 | 92,046 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,628,097 | 85,568 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $7,097,003 | 83,780 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,324,164 | 89,162 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,405,818 | 81,582 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,874,198 | 80,161 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $6,800,514 | 89,942 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,421,425 | 83,233 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,714 | 35 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,951,997 | 16,455 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,929,565 | 16,331 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||