Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$433,408
+$16,377 QoQ
Shares Held
4,938
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,171
of 2,993 holders
Holding Since
Sep 2024
7 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, 2026LexAurum Advisors, LLC holds $3,101,795 across 7 Utilities - Regulated Electric names. NEE ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
5,874 | $803,621 | |
| 2 | DUK |
Duke Energy CORP
|
3,584 | $453,662 | |
| 3 | LNT |
Alliant Energy Corp
|
5,847 | $446,067 | |
| 4 | NEE |
Nextera Energy Inc
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|
4,938 | $433,408 | |
| 5 | EVRG |
Evergy, Inc.
|
4,894 | $422,988 | |
| 6 | SO |
Southern Co
|
3,089 | $295,648 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,036 | $246,401 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,408 | 4,938 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $417,031 | 4,490 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $291,315 | 3,859 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $226,864 | 3,268 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $204,801 | 2,889 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $210,195 | 2,932 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $203,632 | 2,409 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||