Capital Asset Advisory Services LLC
Position in NEE — Nextera Energy Inc
CIK 1666024
Williamston, MI
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,448,695
-$7,330 QoQ
Shares Held
27,899
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,080
of 2,988 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 Asset Advisory Services LLC holds $5,351,885 across 7 Utilities - Regulated Electric names. NEE ranks #1 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
27,899 | $2,448,695 | |
| 2 | D |
Dominion Energy, Inc
|
10,189 | $695,806 | |
| 3 | DTE |
Dte Energy Co
|
4,236 | $645,439 | |
| 4 | SO |
Southern Co
|
6,298 | $602,781 | |
| 5 | DUK |
Duke Energy CORP
|
2,730 | $345,563 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,696 | $314,811 | |
| 7 | PCG |
PG&E Corp
|
17,764 | $298,790 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,448,695 | 27,899 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,456,025 | 26,443 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,196,862 | 27,365 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,019,282 | 26,749 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $1,699,540 | 24,482 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,706,676 | 24,075 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,073,704 | 28,926 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,377,659 | 28,128 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,890,343 | 26,696 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,771,329 | 27,716 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,380,437 | 22,727 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $937,608 | 16,366 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $898,562 | 12,110 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $852,890 | 11,065 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $800,302 | 9,573 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $572,628 | 7,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,225 | 4,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $563,067 | 6,647 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $956,659 | 10,247 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $810,483 | 10,322 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $687,586 | 9,383 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $597,999 | 7,909 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $583,099 | 7,558 | Shares | Sole | 2021-03-02 | |
| 2020-09-30 | $1,100,247 | 3,964 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $961,640 | 4,004 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $946,839 | 3,935 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||