Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,172,271
-$278,964 QoQ
Shares Held
36,143
-2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#969
of 3,000 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, 2026HCR Wealth Advisors holds $3,747,437 across 3 Utilities - Regulated Electric names. NEE ranks #1 (84.7% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,172,271 | 36,143 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $3,451,235 | 37,158 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $3,169,936 | 39,486 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,980,798 | 39,486 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,777,563 | 40,011 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,860,695 | 40,354 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,897,423 | 40,416 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,444,005 | 40,743 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,877,505 | 40,637 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,485,012 | 38,883 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,379,064 | 39,168 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,091,772 | 36,512 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,495,191 | 47,105 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,595,859 | 46,651 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,966,736 | 47,449 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,715,771 | 47,389 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,801,039 | 49,071 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,220,336 | 49,821 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,610,583 | 49,385 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,958,193 | 50,410 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,711,045 | 50,642 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,895,880 | 51,526 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,299,338 | 55,727 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,896,713 | 17,642 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,088,654 | 17,024 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $3,997,179 | 16,612 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||