Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$422,437
-$57,288 QoQ
Shares Held
4,813
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,195
of 2,993 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. NEE ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
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|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,437 | 4,813 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $479,725 | 5,165 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $531,293 | 6,618 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $543,150 | 7,195 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $295,520 | 4,257 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $340,910 | 4,809 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $328,913 | 4,588 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $370,917 | 4,388 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $222,697 | 3,145 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $211,286 | 3,306 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $211,618 | 3,484 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $192,494 | 3,360 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $276,172 | 3,722 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $276,794 | 3,591 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $317,680 | 3,800 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $310,660 | 3,962 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $290,397 | 3,749 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $325,116 | 3,838 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $343,751 | 3,682 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $280,709 | 3,575 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $146,340 | 1,997 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $302,515 | 4,001 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $305,822 | 3,964 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $275,061 | 991 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $238,008 | 991 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $238,454 | 991 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||