Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,333,256
+$365,105 QoQ
Shares Held
60,764
+13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#769
of 2,997 holders
Holding Since
Mar 2020
19 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, 2026AlphaCore Capital LLC holds $26,158,765 across 23 Utilities - Regulated Electric names. NEE ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
60,764 | $5,333,256 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
28,056 | $3,276,099 | |
| 3 | DUK |
Duke Energy CORP
|
19,354 | $2,449,829 | |
| 4 | SO |
Southern Co
|
23,061 | $2,207,168 | |
| 5 | ES |
Eversource Energy
|
29,274 | $2,115,631 | |
| 6 | PCG |
PG&E Corp
|
57,971 | $975,072 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
11,707 | $950,140 | |
| 8 | DTE |
Dte Energy Co
|
6,155 | $937,837 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,333,256 | 60,764 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,968,151 | 53,490 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,427,361 | 55,149 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,087,993 | 40,906 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,541,535 | 36,611 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,883,405 | 26,568 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,202,743 | 16,777 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $1,319,090 | 15,605 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $937,949 | 13,246 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $392,471 | 6,141 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $591,121 | 9,732 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $799,768 | 13,960 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,103,650 | 14,874 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,233,665 | 16,005 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $475,767 | 5,691 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $381,543 | 4,866 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $252,984 | 3,266 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $227,954 | 2,691 | Shares | Sole | 2022-05-04 | |
| 2020-03-31 | $37,055 | 154 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||