Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,756,556
+$299,098 QoQ
Shares Held
42,800
+15.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#903
of 2,993 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCF Advisors LLC holds $7,671,467 across 23 Utilities - Regulated Electric names. NEE ranks #1 (49.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
42,800 | $3,756,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
10,889 | $1,165,123 | |
| 3 | DUK |
Duke Energy CORP
|
6,762 | $855,933 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,765 | $378,279 | |
| 5 | EXC |
Exelon Corp
|
7,813 | $364,242 | |
| 6 | SO |
Southern Co
|
3,752 | $359,103 | |
| 7 | DTE |
Dte Energy Co
|
1,586 | $241,658 | |
| 8 | D |
Dominion Energy, Inc
|
1,410 | $96,288 |
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,756,556 | 42,800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,457,458 | 37,225 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,545,277 | 31,705 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,962,815 | 26,001 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,220,542 | 17,582 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,396,320 | 19,697 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,520,616 | 21,211 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,348,338 | 15,951 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,238,750 | 17,494 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,161,244 | 18,170 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,293,397 | 21,294 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,012,371 | 17,671 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,271,565 | 17,137 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,230,119 | 15,959 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,208,438 | 14,455 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,066,689 | 13,604 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $873,903 | 11,282 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $753,495 | 8,895 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $523,257 | 6,664 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $361,416 | 4,932 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $290,039 | 3,836 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $139,487 | 1,808 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $125,457 | 452 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $98,469 | 410 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $295,240 | 1,227 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||