Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$554,969
-$13,177 QoQ
Shares Held
6,323
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,990
of 3,009 holders
Holding Since
Jun 2020
9 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, 2026MFA WEALTH ADVISORS, LLC holds $3,678,710 across 2 Utilities - Regulated Electric names. NEE ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
24,678 | $3,123,741 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,323 | $554,969 |
All Filings in NEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,969 | 6,323 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $568,146 | 6,117 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $478,388 | 5,959 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $534,620 | 7,082 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $466,224 | 6,716 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $433,067 | 6,109 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $148,350 | 1,755 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $99,700 | 1,408 | Shares | Sole | 2024-07-22 | |
| 2020-06-30 | $6,484 | 27 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||