Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$21,702,887
-$2,976,350 QoQ
Shares Held
247,270
-6.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#387
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$19,937
PutShares
34,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. NEE ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in NEE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,702,887 | 247,270 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,679,237 | 265,711 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,761,210 | 258,610 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,290,682 | 229,046 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,916,607 | 258,090 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $17,375,139 | 245,100 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $16,936,619 | 236,248 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $19,289,915 | 228,202 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $15,860,165 | 223,982 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,332,329 | 208,611 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,830,208 | 194,768 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,650,955 | 185,913 | Shares | Sole | 2023-11-03 | |
| 2023-09-30 | $19,937 | 34,800 | Put | Sole | 2023-11-03 | |
| 2023-06-30 | $14,828,128 | 199,840 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,911,629 | 180,483 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $13,686,490 | 163,714 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $12,494,633 | 159,350 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $15,643,434 | 201,955 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $15,670,757 | 184,993 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $17,291,018 | 185,208 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $19,603,852 | 249,667 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $12,398,829 | 169,198 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,003,011 | 158,749 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $10,574,101 | 137,059 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $8,484,176 | 30,567 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $7,199,335 | 29,976 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $6,980,386 | 29,010 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||