Capital Investment Advisory Services, LLC
Position in NEE — Nextera Energy Inc
CIK 1659203
RALEIGH, NC
Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,753,469
-$160,323 QoQ
Shares Held
19,978
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,292
of 3,000 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, 2026Capital Investment Advisory Services, LLC holds $20,788,984 across 10 Utilities - Regulated Electric names. NEE ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
86,374 | $10,933,220 | |
| 2 | D |
Dominion Energy, Inc
|
62,041 | $4,236,779 | |
| 3 | SO |
Southern Co
|
24,263 | $2,322,211 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
19,978 | $1,753,469 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,190 | $573,233 | |
| 6 | XEL |
Xcel Energy Inc
|
3,886 | $312,045 | |
| 7 | NGG |
National Grid PLC
|
2,983 | $247,201 | |
| 8 | DTE |
Dte Energy Co
|
1,323 | $201,585 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,753,469 | 19,978 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,913,792 | 20,605 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,671,831 | 20,825 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,512,819 | 20,040 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,329,531 | 19,152 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,337,906 | 18,873 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,332,502 | 18,587 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,567,439 | 18,543 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,329,953 | 18,782 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,206,812 | 18,883 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,112,270 | 18,312 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $983,955 | 17,175 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,246,189 | 16,795 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,265,191 | 16,414 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,985,249 | 23,747 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,933,904 | 24,664 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,066,555 | 26,679 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,226,771 | 26,287 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,433,148 | 26,062 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,060,835 | 26,246 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,815,951 | 24,781 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,644,290 | 21,747 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,720,059 | 22,295 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,256,791 | 4,528 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,150,894 | 4,792 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,125,860 | 4,679 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||