Position in NEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$10,120,846
-$605,958 QoQ
Shares Held
115,311
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
6.01%
of 13F equity value
Holder Rank
#571
of 3,000 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Asset Management Advisors, LLC holds $10,407,976 across 2 Utilities - Regulated Electric names. NEE ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
115,311 | $10,120,846 | |
| 2 | SO |
Southern Co
|
3,000 | $287,130 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,120,846 | 115,311 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,726,804 | 115,491 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,267,603 | 115,441 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $8,735,778 | 115,721 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,078,127 | 116,366 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,249,185 | 116,366 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $8,267,004 | 115,316 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $9,621,711 | 113,826 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,071,915 | 113,994 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,218,954 | 112,955 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,301,826 | 54,360 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||