Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,319,885
+$116,346 QoQ
Shares Held
15,038
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,454
of 2,999 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 10%
Shared 11%
None 79%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Regal Investment Advisors LLC holds $23,951,618 across 12 Utilities - Regulated Electric names. NEE ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
45,339 | $5,739,010 | |
| 2 | AEP |
American Electric Power Co Inc
|
35,115 | $4,804,083 | |
| 3 | ETR |
Entergy Corp /De/
|
32,568 | $3,740,760 | |
| 4 | ED |
Consolidated Edison Inc
|
29,375 | $3,249,756 | |
| 5 | SO |
Southern Co
|
21,808 | $2,087,243 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
15,038 | $1,319,885 | |
| 7 | MGEE |
Mge Energy Inc
|
11,174 | $911,127 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
7,012 | $818,791 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,319,885 | 15,038 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,203,539 | 12,958 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,092,691 | 13,611 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $973,896 | 12,901 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $536,934 | 6,352 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,047 | 3,503 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $201,763 | 3,157 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $242,411 | 3,267 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $274,558 | 3,562 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $293,185 | 3,507 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $272,553 | 3,476 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $267,701 | 3,456 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $255,570 | 3,017 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $322,092 | 3,450 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $259,901 | 3,310 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $239,992 | 3,275 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $565,355 | 7,328 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $375,625 | 1,564 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||