Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,902,517
+$638,621 QoQ
Shares Held
44,463
+26.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#885
of 2,993 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)
Derivatives in NEE
reported options exposure · as of Mar 31, 2021CallValue
$5,000
CallShares
1,000
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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. NEE ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in NEE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,902,517 | 44,463 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,263,896 | 35,141 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,737,226 | 34,096 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,606,443 | 34,527 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,519,043 | 36,287 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,368,434 | 33,410 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,304,618 | 32,147 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,563,203 | 30,323 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,113,961 | 29,854 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,180,417 | 34,117 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,905,376 | 47,833 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,813,798 | 49,115 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,339,222 | 45,003 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,166,754 | 41,084 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,253,187 | 26,952 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,589,213 | 20,268 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,557,178 | 20,103 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,691,404 | 19,967 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,642,741 | 28,307 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,129,776 | 27,124 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $994,922 | 13,577 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,021,264 | 13,507 | Shares | Sole | 2021-04-27 | |
| 2021-03-31 | $5,000 | 1,000 | Call | Sole | 2021-04-27 | |
| 2020-12-31 | $1,256,773 | 16,290 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $980,341 | 3,532 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $699,134 | 2,911 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $665,795 | 2,767 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||