Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,289,129
-$156,494 QoQ
Shares Held
26,081
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,122
of 3,000 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Advisors of Tampa Bay, LLC holds $9,853,234 across 2 Utilities - Regulated Electric names. NEE ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
65,855 | $7,564,105 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
26,081 | $2,289,129 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,289,129 | 26,081 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,445,623 | 26,331 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,153,992 | 26,831 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,074,540 | 27,481 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,897,318 | 27,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,923,316 | 27,131 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,772,965 | 24,731 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,822,128 | 21,556 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,359,197 | 19,195 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $355,198 | 6,200 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $230,020 | 3,100 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $262,072 | 3,400 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $284,240 | 3,400 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $282,276 | 3,600 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $557,712 | 7,200 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $643,796 | 7,600 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $756,216 | 8,100 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $337,636 | 4,300 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $425,024 | 5,800 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $415,250 | 5,492 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $461,357 | 5,980 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $414,952 | 1,495 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $359,054 | 1,495 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $359,726 | 1,495 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||