Position in NEE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,281,836
+$175,177 QoQ
Shares Held
13,801
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026EXENCIAL WEALTH ADVISORS, LLC holds $25,564,869 across 15 Utilities - Regulated Electric names. NEE ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
160,453 | $13,144,309 | |
| 2 | AEP |
American Electric Power Co Inc
|
34,027 | $4,460,259 | |
| 3 | DUK |
Duke Energy CORP
|
13,151 | $1,721,991 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
13,801 | $1,281,836 | |
| 5 | D |
Dominion Energy, Inc
|
15,533 | $960,250 | |
| 6 | SO |
Southern Co
|
8,694 | $839,144 | |
| 7 | ED |
Consolidated Edison Inc
|
6,344 | $718,013 | |
| 8 | EIX |
Edison International
|
7,369 | $539,263 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,281,836 | 13,801 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,106,659 | 13,785 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,017,605 | 13,480 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $925,368 | 13,330 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $925,752 | 13,059 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $866,015 | 12,080 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,007,597 | 11,920 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $844,975 | 11,933 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $695,404 | 10,881 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $578,001 | 9,516 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $409,337 | 7,145 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $563,771 | 7,598 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $601,069 | 7,798 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $658,768 | 7,880 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $530,208 | 6,762 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $520,918 | 6,725 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $259,297 | 3,061 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $604,786 | 6,478 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $465,388 | 5,927 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $455,801 | 6,220 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $427,196 | 5,650 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $387,910 | 5,028 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $349,448 | 1,259 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $292,286 | 1,217 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $303,181 | 1,260 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||