Position in NEE
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$1,979,125
-$96,835 QoQ
Shares Held
22,549
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,198
of 3,000 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, 2026Rehmann Capital Advisory Group holds $9,484,052 across 14 Utilities - Regulated Electric names. NEE ranks #1 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
22,549 | $1,979,125 | |
| 2 | SO |
Southern Co
|
12,591 | $1,205,084 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,879 | $1,077,925 | |
| 4 | DUK |
Duke Energy CORP
|
8,185 | $1,036,057 | |
| 5 | NGG |
National Grid PLC
|
11,397 | $944,469 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
7,633 | $891,305 | |
| 7 | DTE |
Dte Energy Co
|
5,263 | $801,923 | |
| 8 | ETR |
Entergy Corp /De/
|
3,239 | $372,031 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,979,125 | 22,549 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $2,075,960 | 22,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,740,871 | 21,685 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,636,623 | 21,680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,243,312 | 17,910 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,250,286 | 17,637 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,219,948 | 17,017 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,392,885 | 16,478 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,368,403 | 19,325 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,219,850 | 19,087 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,081,718 | 17,809 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $924,947 | 16,145 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,239,882 | 16,710 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $1,323,232 | 17,167 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,408,242 | 16,845 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,353,827 | 17,266 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,357,099 | 17,520 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,473,699 | 17,397 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $1,646,030 | 17,631 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $1,355,961 | 17,269 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,278,882 | 17,452 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,413,302 | 18,692 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $1,415,239 | 18,344 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $1,427,491 | 5,143 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,156,898 | 4,817 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $1,248,095 | 5,187 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||