Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$694,611
+$32,284 QoQ
Shares Held
7,914
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,813
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. NEE ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
|
224 | $15,296 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,611 | 7,914 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $662,327 | 7,131 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $462,332 | 5,759 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $382,507 | 5,067 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $353,000 | 5,085 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $329,922 | 4,654 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $149,617 | 2,087 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $170,835 | 2,021 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $131,423 | 1,856 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $117,850 | 1,844 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $66,388 | 1,093 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $45,144 | 788 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $61,957 | 835 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $56,037 | 727 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $60,526 | 724 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $10,271 | 131 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $10,147 | 131 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,012 | 130 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $12,136 | 130 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $10,207 | 130 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $9,453 | 129 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $9,678 | 128 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $9,875 | 128 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,881 | 32 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $7,685 | 32 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,459 | 31 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||