WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NEE — Nextera Energy Inc
CIK 1632972
PLYMOUTH, MN
Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$66,327,437
+$9,307,848 QoQ
Shares Held
755,696
+23.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#201
of 3,000 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2024CallValue
$56,750
CallShares
25,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $555,377,646 across 34 Utilities - Regulated Electric names. NEE ranks #2 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
665,748 | $84,270,381 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
755,696 | $66,327,437 | |
| 3 | SO |
Southern Co
|
570,498 | $54,602,363 | |
| 4 | AEP |
American Electric Power Co Inc
|
282,817 | $38,692,193 | |
| 5 | EXC |
Exelon Corp
|
807,705 | $37,655,207 | |
| 6 | ED |
Consolidated Edison Inc
|
338,224 | $37,417,721 | |
| 7 | XEL |
Xcel Energy Inc
|
401,620 | $32,250,086 | |
| 8 | EIX |
Edison International
|
410,379 | $30,552,716 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,327,437 | 755,696 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $57,019,589 | 613,906 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $46,089,871 | 574,114 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $43,203,228 | 572,304 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $85,354,458 | 1,229,537 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $84,001,672 | 1,184,958 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $98,245,983 | 1,370,428 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $56,750 | 25,000 | Call | Sole | 2025-03-17 | |
| 2024-09-30 | $90,607,622 | 1,071,899 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $73,768,229 | 1,041,777 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $63,953,203 | 1,000,676 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $58,977,568 | 970,984 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $58,223,196 | 1,016,289 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,350,514 | 18,201 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,333,484 | 17,300 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $2,787,695 | 35,503 | Shares | Sole | 2021-11-03 | |
| 2020-06-30 | $4,630,717 | 19,281 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $4,108,345 | 17,074 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||