Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$576,034
-$435,429 QoQ
Shares Held
6,563
-39.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,950
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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names. NEE ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
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|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,034 | 6,563 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,011,463 | 10,890 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $956,696 | 11,917 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $918,335 | 12,165 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $847,201 | 12,204 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,038,396 | 14,648 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,060,008 | 14,786 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,270,993 | 15,036 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,090,757 | 15,404 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $909,247 | 14,227 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,019,460 | 16,784 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $895,843 | 15,637 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,144,015 | 15,418 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,120,666 | 14,539 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,170,818 | 14,005 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,091,388 | 13,919 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,422,475 | 18,364 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,613,301 | 19,045 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,629,132 | 17,450 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,383,051 | 17,614 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,311,858 | 17,902 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,354,553 | 17,915 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,200,839 | 15,565 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,088,590 | 3,922 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $931,379 | 3,878 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $952,614 | 3,959 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||