Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$62,405,259
+$4,408,758 QoQ
Shares Held
711,009
+13.9% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#208
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. NEE ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
711,009 | $62,405,259 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
121,431 | $14,179,497 | |
| 3 | LNT |
Alliant Energy Corp
|
10,112 | $771,444 | |
| 4 | SO |
Southern Co
|
5,055 | $483,814 | |
| 5 | MGEE |
Mge Energy Inc
|
3,283 | $267,695 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,899 | $259,802 | |
| 7 | EIX |
Edison International
|
3,203 | $238,463 | |
| 8 | DUK |
Duke Energy CORP
|
1,656 | $209,616 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,405,259 | 711,009 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $57,996,501 | 624,424 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,583,217 | 44,634 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,365,117 | 44,577 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,211,022 | 46,255 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $947,728 | 13,369 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $982,583 | 13,706 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $575,480 | 6,808 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $521,444 | 7,364 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $433,309 | 6,780 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $434,837 | 7,159 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,664,214 | 46,504 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,421,268 | 86,540 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,053,524 | 39,615 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,343,582 | 39,995 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,117,189 | 39,755 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,588,489 | 46,327 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,823,978 | 45,142 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $4,254,415 | 45,570 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,428,418 | 43,663 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,061,198 | 41,774 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,091,163 | 40,883 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,153,814 | 40,879 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,985,157 | 10,755 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,601,281 | 10,831 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $2,557,790 | 10,630 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||