Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$510,207
-$29,704 QoQ
Shares Held
5,813
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,046
of 3,000 holders
Holding Since
Mar 2020
22 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, 2026Fortis Advisors, LLC holds $938,509 across 2 Utilities - Regulated Electric names. NEE ranks #1 (54.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,813 | $510,207 | |
| 2 | SO |
Southern Co
|
4,475 | $428,302 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,207 | 5,813 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $539,911 | 5,813 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $466,667 | 5,813 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $484,117 | 6,413 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $459,074 | 6,613 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $511,258 | 7,212 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $419,888 | 5,857 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $414,197 | 4,900 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $424,860 | 6,000 | Shares | Sole | 2024-12-05 | |
| 2024-03-31 | $319,550 | 5,000 | Shares | Sole | 2024-12-05 | |
| 2023-12-31 | $303,700 | 5,000 | Shares | Sole | 2024-12-05 | |
| 2023-09-30 | $260,669 | 4,550 | Shares | Sole | 2024-12-05 | |
| 2023-06-30 | $337,610 | 4,550 | Shares | Sole | 2024-12-04 | |
| 2023-03-31 | $350,714 | 4,550 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $380,380 | 4,550 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $356,765 | 4,550 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $348,570 | 4,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $283,778 | 3,350 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $312,756 | 3,350 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $259,116 | 3,300 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $241,824 | 3,300 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $102,744 | 427 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||