Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$95,472,695
-$5,839,601 QoQ
Shares Held
1,087,760
-0.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#151
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, 2026Cetera Investment Advisers holds $639,554,608 across 34 Utilities - Regulated Electric names. NEE ranks #1 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,087,760 | $95,472,695 | |
| 2 | DUK |
Duke Energy CORP
|
701,076 | $88,742,200 | |
| 3 | SO |
Southern Co
|
819,582 | $78,442,193 | |
| 4 | AEP |
American Electric Power Co Inc
|
304,753 | $41,693,257 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
267,675 | $31,256,409 | |
| 6 | ETR |
Entergy Corp /De/
|
269,035 | $30,901,360 | |
| 7 | D |
Dominion Energy, Inc
|
358,796 | $24,502,178 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
265,237 | $21,526,634 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,472,695 | 1,087,760 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $101,312,296 | 1,090,787 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $76,217,671 | 949,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,502,716 | 841,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,146,027 | 707,952 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $48,603,105 | 685,613 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $44,905,684 | 626,387 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,976,492 | 603,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $40,730,549 | 575,209 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $34,235,756 | 535,687 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $8,206,277 | 135,105 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,585,367 | 132,403 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,881,369 | 119,695 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,370,040 | 108,589 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,576,965 | 114,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,017,455 | 63,990 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,089,741 | 65,708 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,723,600 | 67,567 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,352,494 | 68,043 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,308,737 | 67,610 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,156,713 | 70,370 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,996,157 | 66,078 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,021,770 | 65,091 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,077,814 | 7,486 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,733,306 | 7,217 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,773,128 | 7,369 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||