Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,943,242
+$445,196 QoQ
Shares Held
44,927
+19.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#881
of 2,988 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, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. NEE ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
|
14,290 | $1,147,487 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,943,242 | 44,927 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,498,046 | 37,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,779,775 | 34,626 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,642,980 | 35,011 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,796,862 | 40,289 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,539,279 | 35,820 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,646,149 | 36,911 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,240,119 | 38,331 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,394,227 | 33,812 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,842,524 | 28,830 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,210,693 | 36,396 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,106,667 | 36,772 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,716,462 | 36,610 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,818,276 | 36,563 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,786,638 | 33,333 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,589,568 | 33,026 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,457,495 | 31,726 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,604,578 | 30,747 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,656,558 | 28,455 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,063,348 | 26,278 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,189,606 | 29,880 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,234,804 | 29,557 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,551,177 | 20,106 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,187,124 | 4,277 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,029,368 | 4,286 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $647,749 | 2,692 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||