Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$323,169
-$110,023 QoQ
Shares Held
3,682
-21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#802
of 1,078 holders
Holding Since
Dec 2020
23 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, 2026Wealth Architects, LLC holds $3,092,183 across 7 Utilities - Regulated Electric names. NEE ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
9,733 | $1,136,522 | |
| 2 | ED |
Consolidated Edison Inc
|
5,702 | $630,812 | |
| 3 | NEE |
Nextera Energy Inc
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|
3,682 | $323,169 | |
| 4 | ETR |
Entergy Corp /De/
|
2,367 | $271,873 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,869 | $255,697 | |
| 6 | ELPC |
Energy Co Of Parana
|
21,201 | $246,991 | |
| 7 | SO |
Southern Co
|
2,373 | $227,119 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,169 | 3,682 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $433,192 | 4,664 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $375,068 | 4,672 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $352,387 | 4,668 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $320,650 | 4,619 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $762,705 | 10,759 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $347,983 | 4,854 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $391,627 | 4,633 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $330,753 | 4,671 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $282,865 | 4,426 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $246,482 | 4,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $231,222 | 4,036 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $324,699 | 4,376 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $257,755 | 3,344 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $274,960 | 3,289 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $296,311 | 3,779 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $273,666 | 3,533 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $327,742 | 3,869 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $363,823 | 3,897 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $270,030 | 3,439 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $283,813 | 3,873 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $275,069 | 3,638 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $257,449 | 3,337 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||