Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,803,234
-$744,928 QoQ
Shares Held
20,545
-25.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,269
of 3,000 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, 2026Avior Wealth Management, LLC holds $3,556,090 across 7 Utilities - Regulated Electric names. NEE ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
20,545 | $1,803,234 | |
| 2 | DUK |
Duke Energy CORP
|
3,361 | $425,435 | |
| 3 | SO |
Southern Co
|
4,351 | $416,434 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,033 | $278,134 | |
| 5 | EIX |
Edison International
|
2,956 | $220,074 | |
| 6 | XEL |
Xcel Energy Inc
|
2,642 | $212,152 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,472 | $200,627 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,803,234 | 20,545 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,548,162 | 27,435 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,174,383 | 27,085 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,067,671 | 27,390 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,873,298 | 26,985 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,716,176 | 24,209 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,962,800 | 27,379 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,338,522 | 27,665 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,027,219 | 28,629 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,249,184 | 19,546 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $609,890 | 10,041 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $598,909 | 10,454 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $772,496 | 10,411 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $901,527 | 11,696 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $462,475 | 5,532 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $371,036 | 4,732 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $366,463 | 4,731 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $521,813 | 6,160 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $588,074 | 6,299 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $833,567 | 10,616 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $796,333 | 10,867 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $541,518 | 7,162 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $361,987 | 4,692 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $321,691 | 1,159 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $238,487 | 993 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $388,841 | 1,616 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||