Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,175,518
-$193,518 QoQ
Shares Held
36,180
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#967
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Verdence Capital Advisors LLC holds $18,144,685 across 11 Utilities - Regulated Electric names. NEE ranks #1 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
36,180 | $3,175,518 | |
| 2 | DUK |
Duke Energy CORP
|
23,210 | $2,937,921 | |
| 3 | SO |
Southern Co
|
25,643 | $2,454,291 | |
| 4 | FE |
Firstenergy Corp
|
41,492 | $1,972,529 | |
| 5 | NGG |
National Grid PLC
|
21,124 | $1,750,545 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
14,573 | $1,701,689 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,222 | $1,261,661 | |
| 8 | PPL |
PPL Corp
|
30,169 | $1,096,643 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,175,518 | 36,180 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,369,036 | 36,273 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,902,924 | 36,160 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,079,539 | 40,794 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,242,751 | 32,307 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,295,701 | 32,384 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,317,092 | 32,321 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,658,891 | 31,455 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,168,060 | 30,618 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,798,746 | 28,145 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,506,230 | 24,798 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,450,582 | 25,320 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,791,113 | 24,139 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,805,907 | 23,429 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,941,777 | 23,227 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,777,633 | 22,671 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,778,713 | 22,963 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,911,735 | 22,568 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,982,499 | 21,235 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,599,845 | 20,375 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,493,373 | 20,379 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $597,243 | 7,899 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $598,761 | 7,761 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $531,249 | 1,914 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $451,279 | 1,879 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $357,561 | 1,486 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||