OneDigital Investment Advisors LLC
Position in NEE — Nextera Energy Inc
CIK 1690370
OVERLAND PARK, KS
Position in NEE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,776,090
+$312,378 QoQ
Shares Held
29,889
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $38,675,392 across 24 Utilities - Regulated Electric names. NEE ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
154,834 | $14,944,577 | |
| 2 | DUK |
Duke Energy CORP
|
39,768 | $5,207,221 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
29,889 | $2,776,090 | |
| 4 | ED |
Consolidated Edison Inc
|
14,834 | $1,678,912 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,555 | $1,645,709 | |
| 6 | D |
Dominion Energy, Inc
|
24,925 | $1,540,863 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
14,542 | $1,177,174 | |
| 8 | ETR |
Entergy Corp /De/
|
10,280 | $1,155,060 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,776,090 | 29,889 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,463,712 | 30,689 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,332,942 | 30,904 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,131,055 | 30,698 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,242,321 | 31,631 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,204,395 | 30,749 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,892,024 | 34,213 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,498,530 | 35,285 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,688,757 | 26,424 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,544,071 | 25,421 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,194,608 | 38,307 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,388,794 | 32,194 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,678,838 | 34,754 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,766,240 | 33,089 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,535,152 | 32,332 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,469,269 | 31,878 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,840,580 | 33,533 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,686,807 | 28,779 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,348,768 | 29,913 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,301,578 | 31,408 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,258,999 | 29,877 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,935,153 | 25,083 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,876,305 | 6,760 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,948,979 | 8,115 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,919,666 | 7,978 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||