Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$12,913,073
-$545,889 QoQ
Shares Held
147,124
+1.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#40
of 556 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, 2026Sequoia Financial Advisors, LLC holds $106,158,539 across 34 Utilities - Regulated Electric names. NEE ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
132,456 | $18,121,305 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
147,124 | $12,913,073 | |
| 3 | SO |
Southern Co
|
112,262 | $10,744,596 | |
| 4 | DUK |
Duke Energy CORP
|
56,447 | $7,145,061 | |
| 5 | XEL |
Xcel Energy Inc
|
47,995 | $3,853,998 | |
| 6 | ED |
Consolidated Edison Inc
|
34,618 | $3,829,789 | |
| 7 | DTE |
Dte Energy Co
|
24,355 | $3,710,971 | |
| 8 | EIX |
Edison International
|
41,760 | $3,109,032 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,913,073 | 147,124 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $13,458,962 | 144,907 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,682,297 | 133,063 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,553,561 | 126,554 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,726,589 | 96,897 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,635,374 | 93,601 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,222,492 | 142,593 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $27,658,216 | 327,200 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $22,022,901 | 311,014 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $20,872,111 | 326,586 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,192,382 | 315,976 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,802,083 | 206,006 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,072,096 | 54,880 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,548,609 | 46,038 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,035,706 | 48,274 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,333,324 | 29,758 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,469,114 | 31,876 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,022,283 | 35,678 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,578,603 | 27,620 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $570,840 | 7,270 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,932,320 | 26,369 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,920,267 | 25,397 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,608,577 | 20,850 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $320,581 | 4,620 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $243,592 | 4,057 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $240,259 | 3,994 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||