Sowell Financial Services LLC
Position in NEE — Nextera Energy Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,503,288
-$185,866 QoQ
Shares Held
28,521
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,071
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. NEE ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,503,288 | 28,521 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,689,154 | 28,953 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,348,350 | 29,252 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,215,556 | 29,349 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,045,807 | 29,470 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,794,271 | 39,417 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,124,318 | 29,632 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,925,846 | 22,783 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,681,029 | 23,740 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,471,655 | 23,027 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,699,019 | 27,972 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,630,931 | 28,468 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,591,886 | 21,454 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,198,362 | 15,547 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,821,309 | 21,786 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,390,444 | 17,733 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,415,504 | 18,274 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $894,452 | 10,559 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,943,008 | 20,812 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,008,353 | 12,842 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,098,100 | 14,985 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,324,309 | 17,515 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,166,276 | 15,117 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,056,393 | 3,806 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $691,929 | 2,881 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $718,010 | 2,984 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||