Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$102,698,711
+$410,153 QoQ
Shares Held
1,170,089
+6.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#141
of 3,000 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Focus Partners Wealth holds $705,457,085 across 32 Utilities - Regulated Electric names. NEE ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,154,784 | $146,172,558 | |
| 2 | SO |
Southern Co
|
1,407,819 | $134,742,356 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
1,170,089 | $102,698,711 | |
| 4 | D |
Dominion Energy, Inc
|
760,846 | $51,958,173 | |
| 5 | PCG |
PG&E Corp
|
2,947,922 | $49,584,048 | |
| 6 | DTE |
Dte Energy Co
|
268,718 | $40,944,561 | |
| 7 | EVRG |
Evergy, Inc.
|
412,886 | $35,685,736 | |
| 8 | EIX |
Edison International
|
262,903 | $19,573,128 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,698,711 | 1,170,089 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $102,288,558 | 1,101,298 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $89,254,581 | 1,111,791 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,962,395 | 926,777 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $60,754,926 | 875,179 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $62,559,503 | 882,487 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $49,201,922 | 686,315 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $60,568,027 | 716,527 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,773,204 | 462,833 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $28,455,927 | 445,250 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,098,609 | 149,796 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||