Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,042,837
+$814,336 QoQ
Shares Held
161,960
-8.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $71,058,274 across 37 Utilities - Regulated Electric names. NEE ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
161,960 | $15,042,837 | |
| 2 | SO |
Southern Co
|
121,399 | $11,717,425 | |
| 3 | DUK |
Duke Energy CORP
|
75,979 | $9,948,684 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
45,635 | $5,283,159 | |
| 5 | ETR |
Entergy Corp /De/
|
38,618 | $4,339,116 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,574 | $3,851,110 | |
| 7 | FE |
Firstenergy Corp
|
54,825 | $2,777,432 | |
| 8 | AEP |
American Electric Power Co Inc
|
17,813 | $2,334,920 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,042,837 | 161,960 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,228,501 | 177,236 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,439,553 | 178,031 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $12,376,469 | 178,284 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $10,539,068 | 148,668 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,581,513 | 161,550 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,990,397 | 153,678 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,881,935 | 153,678 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,077,389 | 142,034 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,678,285 | 142,876 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,973,789 | 139,183 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,346,891 | 139,446 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,613,602 | 137,696 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $11,269,444 | 134,802 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,368,072 | 132,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,107,752 | 130,490 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $10,246,772 | 120,963 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $11,358,174 | 121,660 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,178,123 | 116,889 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,655,706 | 104,472 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,052,654 | 80,051 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $5,123,067 | 66,404 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $843,641 | 12,158 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $689,767 | 11,488 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $635,655 | 10,567 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||