Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$21,924,945
-$184,673 QoQ
Shares Held
249,800
+4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#383
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2021CallValue
$41,585,500
CallShares
550,000
PutValue
$0
PutShares
0
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, 2026Aptus Capital Advisors, LLC holds $105,821,940 across 20 Utilities - Regulated Electric names. NEE ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
342,150 | $32,747,176 | |
| 2 | DUK |
Duke Energy CORP
|
221,444 | $28,030,381 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
249,800 | $21,924,945 | |
| 4 | IDA |
Idacorp Inc
|
64,018 | $9,685,923 | |
| 5 | XEL |
Xcel Energy Inc
|
31,270 | $2,510,981 | |
| 6 | ETR |
Entergy Corp /De/
|
14,271 | $1,639,167 | |
| 7 | ED |
Consolidated Edison Inc
|
13,170 | $1,456,997 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,547 | $1,442,935 |
All Filings in NEE
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,924,945 | 249,800 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $22,109,618 | 238,045 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $19,508,681 | 243,008 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,598,002 | 233,117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,425,475 | 207,800 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $18,126,217 | 255,695 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $16,415,718 | 228,982 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,336,615 | 181,434 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,654,709 | 150,469 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,615,131 | 119,154 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,573,281 | 108,220 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,418,243 | 181,851 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $14,125,305 | 190,368 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $17,066,975 | 221,419 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,430,204 | 220,457 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $15,183,233 | 193,639 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $15,358,303 | 198,274 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $14,078,377 | 166,195 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,581,027 | 124,047 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $8,346,832 | 106,302 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,857,249 | 93,576 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,959,522 | 92,045 | Shares | Sole | 2021-05-06 | |
| 2021-03-31 | $41,585,500 | 550,000 | Call | Sole | 2021-05-06 | |
| 2020-12-31 | $23,145,000 | 300,000 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $8,328,496 | 107,952 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,313,657 | 22,747 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,312,080 | 22,118 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,905,038 | 20,385 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||