Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,566,461
+$3,123,903 QoQ
Shares Held
63,421
+141.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#758
of 2,993 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. NEE ranks #1 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,566,461 | 63,421 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,442,558 | 26,298 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,938,167 | 36,599 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,067,595 | 27,389 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,173,401 | 31,308 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,437,410 | 34,383 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,893,408 | 40,360 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,774,518 | 44,653 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,172,996 | 44,810 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,973,668 | 46,529 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,190,672 | 52,530 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,725,342 | 47,571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,228,151 | 30,029 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,225,299 | 28,870 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,984,938 | 35,705 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,432,199 | 31,019 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,520,625 | 32,541 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,838,207 | 21,700 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,655,811 | 28,447 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,352,882 | 42,701 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,671,223 | 22,806 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,826,017 | 50,602 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,429,857 | 44,457 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,121,342 | 4,040 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $906,401 | 3,774 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,586,441 | 14,905 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||