Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,022,696
-$35,392 QoQ
Shares Held
11,652
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,600
of 3,000 holders
Holding Since
Sep 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, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. NEE ranks #1 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,696 | 11,652 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,058,088 | 11,392 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $851,610 | 10,608 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $845,789 | 11,204 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $812,561 | 11,705 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $805,523 | 11,363 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $802,211 | 11,190 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $907,345 | 10,734 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $715,464 | 10,104 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $623,761 | 9,760 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $506,024 | 8,331 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $414,951 | 7,243 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $679,375 | 9,156 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $594,132 | 7,708 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $703,995 | 8,421 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $576,705 | 7,355 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $528,199 | 6,819 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $579,246 | 6,838 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $611,321 | 6,548 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $471,120 | 6,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $407,436 | 5,560 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $417,064 | 5,516 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $457,576 | 5,931 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $366,379 | 1,320 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||