Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,601,021
-$784,317 QoQ
Shares Held
97,995
-3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#633
of 3,000 holders
Holding Since
Dec 2021
15 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, 2026World Investment Advisors holds $40,782,098 across 25 Utilities - Regulated Electric names. NEE ranks #1 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
97,995 | $8,601,021 | |
| 2 | ETR |
Entergy Corp /De/
|
64,313 | $7,386,991 | |
| 3 | DUK |
Duke Energy CORP
|
31,502 | $3,987,523 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
27,344 | $3,192,958 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
36,358 | $2,950,815 | |
| 6 | AEP |
American Electric Power Co Inc
|
21,075 | $2,883,270 | |
| 7 | SO |
Southern Co
|
22,194 | $2,124,187 | |
| 8 | ED |
Consolidated Edison Inc
|
14,583 | $1,613,317 |
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,601,021 | 97,995 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,385,338 | 101,048 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,850,420 | 97,788 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $7,243,038 | 95,947 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,732,837 | 96,987 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,641,541 | 93,688 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $6,450,522 | 89,978 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,744,056 | 79,783 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $1,123,967 | 15,873 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $493,001 | 7,714 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $708,714 | 11,668 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $232,253 | 4,054 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $219,754 | 2,837 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $222,617 | 2,628 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $250,578 | 2,684 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||