Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,647,327
+$1,327,137 QoQ
Shares Held
109,916
+22.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#588
of 2,997 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, 2026Stratos Wealth Partners, LTD. holds $55,015,753 across 21 Utilities - Regulated Electric names. NEE ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
83,473 | $9,747,142 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
109,916 | $9,647,327 | |
| 3 | SO |
Southern Co
|
73,922 | $7,075,074 | |
| 4 | DUK |
Duke Energy CORP
|
54,789 | $6,935,191 | |
| 5 | D |
Dominion Energy, Inc
|
62,038 | $4,236,575 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,147 | $3,166,741 | |
| 7 | FE |
Firstenergy Corp
|
39,808 | $1,892,472 | |
| 8 | LNT |
Alliant Energy Corp
|
23,701 | $1,808,149 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,647,327 | 109,916 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,320,190 | 89,580 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,301,706 | 90,953 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,040,499 | 93,264 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,503,478 | 79,278 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,213,959 | 73,550 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,945,466 | 82,933 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,859,778 | 81,152 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,765,704 | 81,425 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,722,117 | 89,534 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,355,992 | 88,179 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $7,389,951 | 128,992 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $12,860,418 | 173,321 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $11,678,699 | 151,514 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $13,505,329 | 161,547 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $12,744,839 | 162,541 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,450,610 | 160,736 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $13,023,484 | 153,742 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $12,597,531 | 134,935 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $10,173,443 | 129,565 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $9,490,346 | 129,508 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $9,928,349 | 131,310 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $10,083,273 | 130,697 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,518,219 | 23,484 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,278,456 | 21,978 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $4,074,418 | 16,933 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||