Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,727,591
+$1,184,258 QoQ
Shares Held
42,470
+55.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#904
of 2,988 holders
Holding Since
Mar 2020
24 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, 2026Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names. NEE ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
42,470 | $3,727,591 | |
| 2 | DUK |
Duke Energy CORP
|
23,352 | $2,955,896 | |
| 3 | SO |
Southern Co
|
16,579 | $1,586,776 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
14,856 | $1,205,712 | |
| 5 | DTE |
Dte Energy Co
|
5,702 | $868,813 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,179 | $845,348 | |
| 7 | D |
Dominion Energy, Inc
|
10,754 | $734,390 | |
| 8 | EIX |
Edison International
|
8,624 | $642,056 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,727,591 | 42,470 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,543,333 | 27,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,816,094 | 22,622 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,500,967 | 19,883 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,186,318 | 17,089 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,108,932 | 15,643 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,103,022 | 15,386 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,238,618 | 14,653 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $870,538 | 12,294 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $812,232 | 12,709 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $680,470 | 11,203 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $489,371 | 8,542 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $633,816 | 8,542 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $677,995 | 8,796 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $712,522 | 8,523 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $652,606 | 8,323 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $641,601 | 8,283 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $718,933 | 8,487 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $760,230 | 8,143 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $216,636 | 2,759 | Shares | Sole | 2021-11-09 | |
| 2020-12-31 | $394,699 | 5,116 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $343,896 | 1,239 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $297,570 | 1,239 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $291,150 | 1,210 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||