Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,194,425
-$1,192,722 QoQ
Shares Held
25,002
-31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,144
of 2,997 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. NEE ranks #4 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
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|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,194,425 | 25,002 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,387,147 | 36,468 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,295,446 | 28,593 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,104,963 | 27,884 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,978,817 | 28,505 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,505,987 | 21,244 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,566,641 | 21,853 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,338,606 | 27,666 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,718,629 | 24,271 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,474,595 | 23,073 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,134,137 | 18,672 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,096,014 | 19,131 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,274,088 | 17,171 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,546,995 | 20,070 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,563,069 | 18,697 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,408,714 | 17,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,273,287 | 16,438 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $946,718 | 11,176 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,021,171 | 10,938 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $968,544 | 12,335 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $822,861 | 11,229 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $593,765 | 7,853 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $584,102 | 7,571 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $635,612 | 2,290 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $311,740 | 1,298 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $302,218 | 1,256 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||