Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,465,495
-$306,841 QoQ
Shares Held
16,697
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,389
of 2,993 holders
Holding Since
Mar 2022
16 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, 2026LVW Advisors, LLC holds $9,565,639 across 11 Utilities - Regulated Electric names. NEE ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,538 | $1,715,323 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
14,446 | $1,686,859 | |
| 3 | DUK |
Duke Energy CORP
|
11,871 | $1,502,631 | |
| 4 | NEE |
Nextera Energy Inc
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|
16,697 | $1,465,495 | |
| 5 | SO |
Southern Co
|
9,471 | $906,469 | |
| 6 | ETR |
Entergy Corp /De/
|
6,619 | $760,258 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
6,674 | $541,661 | |
| 8 | XEL |
Xcel Energy Inc
|
3,352 | $269,165 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,495 | 16,697 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,772,336 | 19,082 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,554,782 | 19,367 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,229,656 | 16,289 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $927,728 | 13,364 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $787,304 | 11,106 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $517,171 | 7,214 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $204,731 | 2,422 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $307,162 | 5,057 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $992,205 | 17,319 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,722,323 | 36,689 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,023,000 | 39,219 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,135,919 | 37,511 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,949,313 | 37,614 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,862,534 | 36,955 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,972,050 | 35,085 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||