Position in NEE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,063,940
+$105,879 QoQ
Shares Held
11,455
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PERSONAL CFO SOLUTIONS, LLC holds $7,985,869 across 12 Utilities - Regulated Electric names. NEE ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
13,834 | $1,335,257 | |
| 2 | D |
Dominion Energy, Inc
|
21,031 | $1,300,136 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
11,455 | $1,063,940 | |
| 4 | DUK |
Duke Energy CORP
|
5,223 | $683,899 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
8,315 | $673,099 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,326 | $567,052 | |
| 7 | XEL |
Xcel Energy Inc
|
7,082 | $562,594 | |
| 8 | PPL |
PPL Corp
|
13,395 | $511,689 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,063,940 | 11,455 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $958,061 | 11,934 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $882,780 | 11,694 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $819,711 | 11,808 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $848,695 | 11,972 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $733,818 | 10,236 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $557,813 | 6,599 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $464,513 | 6,560 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,005,304 | 15,730 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $914,926 | 15,063 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $371,582 | 6,486 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $442,899 | 5,969 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $453,076 | 5,878 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $421,009 | 5,036 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $358,568 | 4,573 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $349,809 | 4,516 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $349,852 | 4,130 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $353,367 | 3,785 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $250,086 | 3,185 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $223,357 | 3,048 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $206,264 | 2,728 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||