Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,307,209
-$53,986 QoQ
Shares Held
26,287
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,115
of 2,988 holders
Holding Since
Mar 2020
26 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, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. NEE ranks #1 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,307,209 | 26,287 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,361,195 | 25,422 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,084,518 | 38,422 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,798,187 | 37,067 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,652,260 | 38,206 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,372,121 | 33,462 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,024,597 | 28,241 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,344,270 | 27,733 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,849,203 | 26,115 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,489,742 | 23,310 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $930,415 | 15,318 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,242,620 | 21,690 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,187,645 | 16,006 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,412,491 | 18,325 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,307,086 | 15,635 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,049,517 | 13,385 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $792,958 | 10,237 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,031,428 | 12,176 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,012,582 | 10,846 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $824,617 | 10,502 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $522,486 | 7,130 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $532,672 | 7,045 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $544,987 | 7,064 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $527,364 | 1,900 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $502,195 | 2,091 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $435,040 | 1,808 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||