Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,402,703
-$3,353 QoQ
Shares Held
27,375
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,095
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, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $7,802,496 across 11 Utilities - Regulated Electric names. NEE ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
27,375 | $2,402,703 | |
| 2 | ETR |
Entergy Corp /De/
|
8,004 | $919,339 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,599 | $902,809 | |
| 4 | ES |
Eversource Energy
|
9,661 | $698,200 | |
| 5 | SO |
Southern Co
|
6,493 | $621,445 | |
| 6 | XEL |
Xcel Energy Inc
|
7,714 | $619,434 | |
| 7 | DUK |
Duke Energy CORP
|
4,229 | $535,306 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,330 | $351,422 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,402,703 | 27,375 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,406,056 | 25,905 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,135,688 | 26,603 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,217,745 | 29,378 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,031,715 | 29,267 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,074,879 | 29,269 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,032,124 | 28,346 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,467,768 | 29,194 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,107,447 | 29,762 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $2,023,774 | 31,666 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,843,216 | 30,346 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,816,150 | 31,701 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,161,520 | 29,131 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $2,238,249 | 29,038 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,345,147 | 28,052 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,188,031 | 27,905 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,099,940 | 27,110 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,292,083 | 27,058 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,431,374 | 26,043 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,680,013 | 21,396 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,567,898 | 21,396 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,402,414 | 18,548 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,285,319 | 16,660 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,144,102 | 4,122 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,077,402 | 4,486 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $955,742 | 3,972 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||