Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,237,486
-$708,523 QoQ
Shares Held
173,607
+1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#457
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. NEE ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,237,486 | 173,607 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,946,009 | 171,684 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,435,307 | 179,812 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,373,204 | 177,152 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,618,403 | 181,769 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,916,002 | 111,666 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,913,070 | 110,379 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,050,035 | 107,063 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,997,656 | 98,823 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,590,400 | 24,885 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,511,514 | 24,885 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,385,214 | 24,179 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,169,682 | 29,241 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,289,661 | 29,705 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,551,221 | 30,517 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,664,879 | 21,233 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,231,080 | 28,803 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,552,820 | 30,136 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,307,952 | 24,721 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,416,343 | 18,038 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,538,440 | 20,994 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,678,693 | 22,202 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,311,781 | 17,003 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,154,927 | 4,161 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,867,802 | 7,777 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,011,583 | 8,360 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||