Lido Advisors, LLC

Position in NEE — Nextera Energy Inc

CIK 1650150 Los Angeles, CA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$28,992,448

-$1,752,966 QoQ

Shares Held

330,323

-0.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#317

of 2,993 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Common Shares in NEE Over Time

Shares Held

Position Value (USD)

Derivatives in NEE

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$2,826,194

PutShares

32,200

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 Jun 30, 2026

Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. NEE ranks #1 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	330,323	$28,992,448
2	SO	Southern Co	163,484	$15,647,052
3	DUK	Duke Energy CORP	95,906	$12,139,779
4	AEP	American Electric Power Co Inc	74,857	$10,241,183
5	D	Dominion Energy, Inc	102,192	$6,978,690
6	DTE	Dte Energy Co	44,847	$6,833,336
7	ED	Consolidated Edison Inc	56,499	$6,250,484
8	FE	Firstenergy Corp	97,434	$4,632,012

All Filings in NEE

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,826,194	32,200	+20.1%	Put	Sole	2026-08-07
2026-06-30	$28,992,448	330,323	-0.2%	Shares	Defined	2026-08-07
2026-03-31	$30,745,414	331,023	+16.4%	Shares	Defined	2026-05-13
2026-03-31	$2,489,184	26,800	-10.7%	Put	Sole	2026-05-13
2025-12-31	$22,828,178	284,357	+3.9%	Shares	Defined	2026-02-10
2025-12-31	$2,408,400	30,000	0.0%	Put	Sole	2026-02-10
2025-09-30	$2,264,700	30,000	+76.5%	Put	Sole	2025-11-14
2025-09-30	$20,660,177	273,681	+5.9%	Shares	Sole	2025-11-14
2025-06-30	$17,942,707	258,466	+34.2%	Shares	Defined	2025-08-13
2025-03-31	$1,205,130	17,000	0.0%	Put	Sole	2025-05-15
2025-03-31	$13,650,080	192,553	+8.1%	Shares	Defined	2025-05-15
2024-12-31	$1,218,730	17,000	0.0%	Put	Sole	2025-02-14
2024-12-31	$12,766,339	178,077	+0.3%	Shares	Defined	2025-02-14
2024-09-30	$15,002,552	177,482	+15.9%	Shares	Defined	2024-11-14
2024-09-30	$1,437,010	17,000	+335.9%	Put	Sole	2024-11-14
2024-06-30	$10,846,532	153,178	+3.5%	Shares	Defined	2024-08-15
2024-06-30	$276,159	3,900	+85.7%	Put	Sole	2024-08-15
2024-03-31	$9,462,322	148,057	+6.0%	Shares	Defined	2024-05-15
2024-03-31	$134,211	2,100	0.0%	Put	Sole	2024-05-15
2023-12-31	$127,554	2,100	0.0%	Put	Sole	2024-02-14
2023-12-31	$8,484,890	139,692	-24.4%	Shares	Sole	2024-02-14
2023-09-30	$120,309	2,100	0.0%	Put	Sole	2023-11-14
2023-09-30	$10,592,462	184,892	-14.5%	Shares	Sole	2023-11-14
2023-06-30	$16,054,134	216,363	+2.3%	Shares	Defined	2023-08-09
2023-06-30	$155,820	2,100	0.0%	Put	Sole	2023-08-09
2023-03-31	$161,868	2,100	0.0%	Put	Sole	2023-05-15
2023-03-31	$16,301,263	211,485	+82.1%	Shares	Defined	2023-05-15
2022-12-31	$175,560	2,100	-50.0%	Put	Sole	2023-02-14
2022-12-31	$9,711,226	116,163	+25.8%	Shares	Sole	2023-02-14
2022-09-30	$7,240,457	92,341	+90.1%	Shares	Sole	2022-11-14
2022-06-30	$3,763,161	48,582	-8.3%	Shares	Sole	2022-08-15
2022-03-31	$4,486,834	52,967	-5.2%	Shares	Sole	2022-05-17
2021-12-31	$5,216,116	55,871	-5.4%	Shares	Sole	2022-02-15
2021-12-31	$392,112	4,200	0.0%	Put	Sole	2022-02-15
2021-09-30	$4,637,469	59,061	+24.3%	Shares	Sole	2022-02-15
2021-09-30	$329,784	4,200	0.0%	Put	Sole	2022-02-15
2021-06-30	$3,481,606	47,511	+5.8%	Shares	Sole	2021-08-12
2021-06-30	$307,776	4,200	0.0%	Put	Sole	2021-08-12
2021-03-31	$317,562	4,200	—	Put	Sole	2021-11-12
2021-03-31	$3,395,191	44,904	+12.1%	Shares	Sole	2021-05-13
2020-12-31	$3,090,706	40,061	+167.7%	Shares	Sole	2021-02-08
2020-09-30	$4,153,407	14,964	+15.0%	Shares	Sole	2020-11-12
2020-06-30	$3,123,891	13,007	+39.1%	Shares	Sole	2020-08-12
2020-03-31	$2,250,037	9,351	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.