Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,598,308
+$11,679,701 QoQ
Shares Held
177,718
+321.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#448
of 2,993 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$131,655
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. NEE ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,598,308 | 177,718 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $131,655 | 1,500 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $3,918,607 | 42,190 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,814,536 | 35,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,820,683 | 37,365 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $838,315 | 12,076 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $812,114 | 11,456 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $916,341 | 12,782 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $331,525 | 3,922 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $295,348 | 4,171 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $54,961 | 860 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $199,894 | 3,291 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $222,398 | 3,882 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $94,011 | 1,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $158,938 | 2,062 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $184,421 | 2,206 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $177,833 | 2,268 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $29,899 | 386 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $19,144 | 226 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,018 | 193 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $44,677 | 569 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $39,204 | 535 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $37,726 | 489 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $19,984 | 72 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,292 | 72 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $9,384 | 39 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||