Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,273,835
+$174,445 QoQ
Shares Held
60,087
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#773
of 3,000 holders
Holding Since
Jun 2021
21 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, 2026FAS Wealth Partners, Inc. holds $16,365,990 across 8 Utilities - Regulated Electric names. NEE ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
42,068 | $5,324,967 | |
| 2 | NEE |
Nextera Energy Inc
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|
60,087 | $5,273,835 | |
| 3 | SO |
Southern Co
|
39,556 | $3,785,904 | |
| 4 | EVRG |
Evergy, Inc.
|
11,070 | $956,780 | |
| 5 | EIX |
Edison International
|
3,822 | $284,547 | |
| 6 | PCG |
PG&E Corp
|
16,628 | $279,682 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,887 | $258,160 | |
| 8 | AEE |
Ameren Corp
|
1,788 | $202,115 |
All Filings in NEE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,273,835 | 60,087 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,099,390 | 54,903 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $4,220,640 | 52,574 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,762,648 | 49,843 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,288,147 | 47,366 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,355,223 | 47,330 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,090,484 | 43,109 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,521,266 | 41,657 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,776,672 | 39,213 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,406,403 | 37,653 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,196,479 | 36,162 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,427,151 | 24,911 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,785,993 | 24,070 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,656,526 | 21,491 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,634,380 | 19,550 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,291,255 | 16,468 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,042,611 | 13,460 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $989,921 | 11,686 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $801,122 | 8,581 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $417,412 | 5,316 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $296,051 | 4,040 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||