Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,055,573
-$248,779 QoQ
Shares Held
23,420
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,172
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $13,216,563 across 24 Utilities - Regulated Electric names. NEE ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
23,420 | $2,055,573 | |
| 2 | SO |
Southern Co
|
12,816 | $1,226,619 | |
| 3 | DUK |
Duke Energy CORP
|
8,866 | $1,122,258 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,032 | $962,047 | |
| 5 | ED |
Consolidated Edison Inc
|
5,968 | $660,239 | |
| 6 | ETR |
Entergy Corp /De/
|
5,626 | $646,202 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
7,889 | $640,271 | |
| 8 | XEL |
Xcel Energy Inc
|
7,953 | $638,625 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,055,573 | 23,420 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,304,352 | 24,810 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,836,003 | 22,870 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,596,688 | 21,151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,579,860 | 22,758 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,637,417 | 23,098 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,588,076 | 22,152 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,875,974 | 22,193 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,475,538 | 20,838 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,316,418 | 20,598 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,244,198 | 20,484 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,237,062 | 21,593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,008,816 | 27,073 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,896,476 | 24,604 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,955,320 | 23,389 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,001,415 | 25,525 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,966,399 | 25,386 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,888,694 | 22,296 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,976,991 | 21,176 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,626,541 | 20,715 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,502,386 | 20,502 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,629,017 | 21,545 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,653,710 | 21,435 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,471,345 | 5,301 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,260,892 | 5,250 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,298,626 | 5,397 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||