Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,733,508
-$87,814 QoQ
Shares Held
31,144
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,031
of 2,993 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. NEE ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,733,508 | 31,144 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,821,322 | 30,376 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,254,663 | 28,085 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,028,944 | 26,877 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,670,522 | 24,064 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,687,749 | 23,808 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,706,437 | 23,803 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,500,830 | 17,755 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,287,396 | 18,181 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,383,331 | 21,645 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,323,585 | 21,791 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,161,783 | 20,279 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,417,516 | 19,104 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,329,707 | 17,251 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,342,114 | 16,054 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,202,574 | 15,337 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,240,754 | 16,018 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,388,566 | 16,392 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,526,902 | 16,355 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,257,183 | 16,011 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,230,078 | 16,786 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,470,916 | 19,454 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,469,476 | 19,047 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,547,119 | 5,574 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,236,154 | 5,147 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,157,863 | 4,812 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||