Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,886,003
+$365,183 QoQ
Shares Held
158,209
+8.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#477
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026Strategic Wealth Partners, Ltd. holds $17,023,311 across 20 Utilities - Regulated Electric names. NEE ranks #1 (81.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
158,209 | $13,886,003 | |
| 2 | ETR |
Entergy Corp /De/
|
8,321 | $955,750 | |
| 3 | DUK |
Duke Energy CORP
|
4,187 | $529,990 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,346 | $457,766 | |
| 5 | SO |
Southern Co
|
4,109 | $393,272 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,779 | $387,863 | |
| 7 | FE |
Firstenergy Corp
|
1,789 | $85,049 | |
| 8 | EVRG |
Evergy, Inc.
|
877 | $75,799 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,886,003 | 158,209 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,520,820 | 145,573 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,920,087 | 136,025 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $9,424,549 | 124,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,735,113 | 140,235 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $9,573,769 | 133,544 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,449,956 | 99,964 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,410,620 | 104,655 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $6,482,007 | 101,424 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $5,534,264 | 91,114 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $5,395,686 | 94,182 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $6,223,079 | 83,869 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $6,150,290 | 79,791 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $5,340,869 | 63,886 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,061,712 | 26,294 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $1,705,901 | 22,023 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,782,467 | 21,042 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $6,470,968 | 69,312 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,360,044 | 17,321 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,025,773 | 13,998 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,065,193 | 14,088 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,081,797 | 14,022 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $932,601 | 3,360 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,013,997 | 4,222 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $884,278 | 3,675 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||