Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,850,061
-$405,484 QoQ
Shares Held
89,439
+0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#655
of 2,988 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. NEE ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,850,061 | 89,439 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,255,545 | 88,884 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,580,438 | 94,425 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,288,710 | 96,552 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,411,690 | 121,171 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,992,537 | 126,852 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,879,021 | 123,853 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,599,976 | 125,399 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,045,764 | 127,747 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,273,851 | 113,814 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,262,195 | 119,562 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,326,018 | 110,421 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,296,814 | 125,294 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,612,107 | 124,703 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,625,597 | 103,177 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,060,782 | 102,803 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,668,935 | 111,915 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,455,330 | 111,620 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,768,049 | 115,339 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,668,341 | 97,661 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,684,968 | 91,225 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,436,679 | 85,130 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,536,882 | 58,806 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,576,083 | 12,884 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,806,934 | 15,851 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,076,343 | 16,941 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||