Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,621,199
-$112,591 QoQ
Shares Held
18,471
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,343
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)
Derivatives in NEE
reported options exposure · as of Dec 31, 2020CallValue
$1,543
CallShares
20
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. NEE ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
|
6,089 | $415,817 |
All Filings in NEE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,199 | 18,471 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,733,790 | 18,667 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,263,173 | 28,191 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,455,145 | 19,276 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,542,026 | 22,213 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,781,040 | 25,124 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,752,748 | 24,449 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,700,490 | 20,117 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,442,116 | 20,366 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,298,651 | 20,320 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $513,860 | 8,460 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $571,009 | 9,967 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $762,701 | 10,279 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $758,158 | 9,836 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,070,916 | 12,810 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,445,253 | 18,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,233,404 | 28,833 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,947,230 | 34,792 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,581,569 | 38,363 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $3,399,209 | 43,291 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,149,867 | 42,984 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,208,888 | 42,440 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,543 | 20 | Call | Sole | 2021-01-14 | |
| 2020-12-31 | $3,146,639 | 40,786 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,720,920 | 9,803 | Shares | Sole | 2020-11-02 | |
| 2020-09-30 | $1,387 | 5 | Call | Sole | 2020-11-02 | |
| 2020-06-30 | $2,401 | 10 | Call | Sole | 2020-07-31 | |
| 2020-06-30 | $2,732,654 | 11,378 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,983,704 | 16,556 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||