Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$495,022
-$28,821 QoQ
Shares Held
5,640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,068
of 2,997 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, 2026Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names. NEE ranks #3 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
251,426 | $31,825,503 | |
| 2 | D |
Dominion Energy, Inc
|
16,444 | $1,122,960 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
5,640 | $495,022 | |
| 4 | ETR |
Entergy Corp /De/
|
4,276 | $491,141 | |
| 5 | SO |
Southern Co
|
4,669 | $446,869 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,462 | $336,826 | |
| 7 | XEL |
Xcel Energy Inc
|
1,040 | $83,512 | |
| 8 | DTE |
Dte Energy Co
|
450 | $68,566 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,022 | 5,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $523,843 | 5,640 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $420,105 | 5,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $426,216 | 5,646 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $415,478 | 5,985 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $441,644 | 6,230 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $452,865 | 6,317 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $780,888 | 9,238 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $468,833 | 6,621 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $423,084 | 6,620 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $399,486 | 6,577 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $261,872 | 4,571 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $399,715 | 5,387 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $415,229 | 5,387 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $309,320 | 3,700 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $258,753 | 3,300 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $255,618 | 3,300 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $279,543 | 3,300 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $308,088 | 3,300 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $315,179 | 4,014 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $294,145 | 4,014 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $303,498 | 4,014 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $247,960 | 3,214 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $222,880 | 803 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $150,106 | 625 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $116,219 | 483 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||