Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,328,217
-$342,053 QoQ
Shares Held
72,100
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#723
of 2,993 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. NEE ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
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|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,328,217 | 72,100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,670,270 | 71,816 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,335,729 | 66,464 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $4,834,379 | 64,040 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,334,723 | 62,442 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,574,815 | 64,534 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,473,456 | 62,400 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,194,283 | 61,449 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,129,639 | 58,320 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3,946,314 | 61,748 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,840,529 | 63,229 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $4,357,821 | 76,066 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,596,770 | 48,474 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $4,814,339 | 62,459 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $5,274,073 | 63,087 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $4,710,088 | 60,070 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $4,366,807 | 56,375 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $4,787,131 | 56,512 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $5,126,490 | 54,911 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,088,143 | 52,065 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,756,039 | 51,256 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,875,163 | 51,252 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,693,401 | 47,873 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,998,480 | 10,803 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,580,626 | 10,745 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,174,482 | 9,037 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||