Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,170,325
-$107,332 QoQ
Shares Held
13,334
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,508
of 2,988 holders
Holding Since
Dec 2020
23 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, 2026Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. NEE ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
13,334 | $1,170,325 | |
| 2 | AEE |
Ameren Corp
|
9,906 | $1,119,774 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,494 | $888,444 | |
| 4 | DUK |
Duke Energy CORP
|
5,632 | $712,898 | |
| 5 | SO |
Southern Co
|
7,373 | $705,669 | |
| 6 | ETR |
Entergy Corp /De/
|
3,977 | $456,798 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,749 | $437,770 | |
| 8 | D |
Dominion Energy, Inc
|
5,712 | $390,072 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,325 | 13,334 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,277,657 | 13,756 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,039,545 | 12,949 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $942,115 | 12,480 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $999,856 | 14,403 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $903,776 | 12,749 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $838,199 | 11,692 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $896,018 | 10,600 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $768,359 | 10,851 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $684,667 | 10,713 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $380,293 | 6,261 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $300,829 | 5,251 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $416,707 | 5,616 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $361,505 | 4,690 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $455,536 | 5,449 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $420,042 | 5,357 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $281,489 | 3,634 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $231,681 | 2,735 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $459,798 | 4,925 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $293,272 | 3,735 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $276,265 | 3,770 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $281,647 | 3,725 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $217,022 | 2,813 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||