WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in NEE — Nextera Energy Inc
CIK 1632972
PLYMOUTH, MN
Position in NEE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$57,019,589
+$10,929,718 QoQ
Shares Held
613,906
+6.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 8.254358159066697.ToString("F0")%
Shared 0.ToString("F0")%
None 91.7456418409333.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2024CallValue
$1,792,250
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $482,207,133 across 33 Utilities - Regulated Electric names. NEE ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
584,863 | $76,581,961 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
613,906 | $57,019,589 | |
| 3 | SO |
Southern Co
|
466,295 | $45,006,793 | |
| 4 | AEP |
American Electric Power Co Inc
|
339,972 | $44,563,529 | |
| 5 | EXC |
Exelon Corp
|
679,650 | $33,316,443 | |
| 6 | XEL |
Xcel Energy Inc
|
366,164 | $29,088,068 | |
| 7 | EIX |
Edison International
|
394,379 | $28,860,655 | |
| 8 | PCG |
PG&E Corp
|
1,494,739 | $26,262,564 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,792,250 | 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 | $1,157,679 | 19,281 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $1,027,086 | 17,074 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||