Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$336,159
-$438 QoQ
Shares Held
3,830
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,339
of 2,993 holders
Holding Since
Mar 2020
24 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, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. NEE ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
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|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,159 | 3,830 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $336,597 | 3,624 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $283,388 | 3,530 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $264,064 | 3,498 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $252,341 | 3,635 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $248,823 | 3,510 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $251,058 | 3,502 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $396,530 | 4,691 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $353,200 | 4,988 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $336,038 | 5,258 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $308,523 | 4,158 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $439,510 | 5,702 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $509,374 | 6,093 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $562,042 | 7,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $452,986 | 5,848 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $390,767 | 4,613 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $362,236 | 3,880 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $281,101 | 3,580 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $262,342 | 3,580 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $270,683 | 3,580 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $276,197 | 3,580 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $252,579 | 910 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $264,427 | 1,101 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $289,706 | 1,204 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||