Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$635,893
-$37,951 QoQ
Shares Held
7,245
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,874
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026Alpha Omega Wealth Management LLC holds $12,050,131 across 7 Utilities - Regulated Electric names. NEE ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,774 | $4,483,810 | |
| 2 | LNT |
Alliant Energy Corp
|
41,130 | $3,137,807 | |
| 3 | D |
Dominion Energy, Inc
|
23,327 | $1,593,000 | |
| 4 | DUK |
Duke Energy CORP
|
11,877 | $1,503,390 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
7,245 | $635,893 | |
| 6 | EXC |
Exelon Corp
|
8,145 | $379,719 | |
| 7 | SO |
Southern Co
|
3,307 | $316,512 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635,893 | 7,245 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $673,844 | 7,255 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $578,818 | 7,210 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $548,585 | 7,267 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $504,475 | 7,267 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $527,350 | 7,439 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $529,574 | 7,387 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $624,423 | 7,387 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $523,073 | 7,387 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $525,787 | 8,227 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $441,397 | 7,267 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $433,513 | 7,567 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $561,471 | 7,567 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $615,792 | 7,989 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $668,382 | 7,995 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $626,887 | 7,995 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $630,059 | 8,134 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $677,256 | 7,995 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $737,077 | 7,895 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $586,230 | 7,466 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $547,108 | 7,466 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $564,050 | 7,460 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $560,109 | 7,260 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $503,771 | 1,815 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $435,908 | 1,815 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $436,725 | 1,815 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||