Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,128,985
+$38,017 QoQ
Shares Held
12,863
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,539
of 3,000 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, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. NEE ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
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|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
|
3,163 | $253,988 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,985 | 12,863 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,090,968 | 11,746 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $767,396 | 9,559 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $721,608 | 9,559 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $628,875 | 9,059 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $636,592 | 8,980 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $659,189 | 9,195 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $843,186 | 9,975 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $723,465 | 10,217 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $650,667 | 10,181 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $637,891 | 10,502 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $601,659 | 10,502 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $858,790 | 11,574 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $948,700 | 12,308 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,028,614 | 12,304 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $888,698 | 11,334 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $984,981 | 12,716 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,146,465 | 13,534 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,234,032 | 13,218 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,116,004 | 14,213 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,090,259 | 14,878 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,092,110 | 14,444 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,097,227 | 14,222 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $986,725 | 3,555 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $861,009 | 3,585 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $833,267 | 3,463 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||