Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,968,661
-$381,601 QoQ
Shares Held
193,331
+3.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#433
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. NEE ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,945 | $33,301,815 | |
| 2 | AEP |
American Electric Power Co Inc
|
185,178 | $25,334,202 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
193,331 | $16,968,661 | |
| 4 | DUK |
Duke Energy CORP
|
126,743 | $16,043,128 | |
| 5 | D |
Dominion Energy, Inc
|
106,769 | $7,291,255 | |
| 6 | XEL |
Xcel Energy Inc
|
73,580 | $5,908,473 | |
| 7 | EXC |
Exelon Corp
|
102,569 | $4,781,766 | |
| 8 | DTE |
Dte Energy Co
|
26,700 | $4,068,279 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,968,661 | 193,331 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,350,262 | 186,803 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,760,232 | 171,403 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,595,620 | 74,124 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,756,658 | 68,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,611,323 | 65,049 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,412,228 | 47,597 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,251,108 | 38,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,928,842 | 41,362 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,060,969 | 16,601 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $441,883 | 7,275 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $380,462 | 6,641 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $367,809 | 4,957 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $381,082 | 4,944 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $427,864 | 5,118 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $394,637 | 5,033 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $359,259 | 4,638 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $391,020 | 4,616 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $429,922 | 4,605 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $440,732 | 5,613 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $378,198 | 5,161 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $327,466 | 4,331 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $314,463 | 4,076 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,128,558 | 4,066 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $243,532 | 1,014 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $248,560 | 1,033 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||