Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,065,140
-$126,549 QoQ
Shares Held
23,529
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,170
of 3,000 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, 2026FLC Capital Advisors holds $4,377,245 across 8 Utilities - Regulated Electric names. NEE ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
23,529 | $2,065,140 | |
| 2 | EIX |
Edison International
|
7,376 | $549,143 | |
| 3 | DUK |
Duke Energy CORP
|
3,055 | $386,701 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,483 | $339,699 | |
| 5 | SO |
Southern Co
|
3,540 | $338,813 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
3,400 | $275,944 | |
| 7 | ED |
Consolidated Edison Inc
|
2,000 | $221,260 | |
| 8 | NGG |
National Grid PLC
|
2,420 | $200,545 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,065,140 | 23,529 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,191,689 | 23,597 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,910,904 | 23,803 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,796,888 | 23,803 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,637,131 | 23,583 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,728,085 | 24,377 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,224,967 | 17,087 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,109,033 | 13,120 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $926,619 | 13,086 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $663,769 | 10,386 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $600,171 | 9,881 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $486,907 | 8,499 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $630,625 | 8,499 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $655,102 | 8,499 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $710,516 | 8,499 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $631,592 | 8,055 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $622,778 | 8,040 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $681,068 | 8,040 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $750,614 | 8,040 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $631,300 | 8,040 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $589,171 | 8,040 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $607,904 | 8,040 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $620,286 | 8,040 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $557,895 | 2,010 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $482,741 | 2,010 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $494,474 | 2,055 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||