Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,807,250
-$490,718 QoQ
Shares Held
54,771
-4.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#809
of 3,000 holders
Holding Since
Mar 2020
24 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, 2026Modera Wealth Management, LLC holds $12,835,676 across 9 Utilities - Regulated Electric names. NEE ranks #1 (37.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
54,771 | $4,807,250 | |
| 2 | DUK |
Duke Energy CORP
|
27,848 | $3,524,999 | |
| 3 | SO |
Southern Co
|
11,360 | $1,087,265 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
11,657 | $946,082 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,153 | $704,981 | |
| 6 | D |
Dominion Energy, Inc
|
9,771 | $667,261 | |
| 7 | ES |
Eversource Energy
|
5,986 | $432,608 | |
| 8 | ED |
Consolidated Edison Inc
|
3,375 | $373,376 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,807,250 | 54,771 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,297,968 | 57,041 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,513,052 | 43,760 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,208,475 | 42,502 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,002,137 | 43,246 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,924,779 | 41,258 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,162,102 | 44,108 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,357,616 | 39,721 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,780,850 | 39,272 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,493,959 | 39,023 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,590,925 | 42,656 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,441,069 | 42,609 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $4,361,698 | 58,783 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $474,042 | 6,150 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $525,008 | 6,280 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $530,757 | 6,769 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $648,959 | 8,378 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $813,639 | 9,605 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $480,804 | 5,150 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $375,404 | 4,781 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $358,046 | 4,886 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $359,147 | 4,750 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $246,185 | 3,191 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $278,878 | 1,159 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||