Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$267,347
+$7,841 QoQ
Shares Held
3,046
+9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,492
of 3,000 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $1,908,867 across 7 Utilities - Regulated Electric names. NEE ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
3,718 | $411,322 | |
| 2 | EIX |
Edison International
|
3,875 | $288,493 | |
| 3 | NGG |
National Grid PLC
|
3,403 | $282,006 | |
| 4 | NEE |
Nextera Energy Inc
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|
3,046 | $267,347 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
2,856 | $231,792 | |
| 6 | XEL |
Xcel Energy Inc
|
2,802 | $225,000 | |
| 7 | DUK |
Duke Energy CORP
|
1,603 | $202,907 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,347 | 3,046 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $259,506 | 2,794 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $219,806 | 2,738 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $203,068 | 2,690 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $204,224 | 2,416 | Shares | Sole | 2024-11-01 | |
| 2023-12-31 | $254,014 | 4,182 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $235,748 | 4,115 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $302,439 | 4,076 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $312,790 | 4,058 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $332,811 | 3,981 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $315,443 | 4,023 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $312,551 | 4,035 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $345,870 | 4,083 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $393,045 | 4,210 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $339,599 | 4,325 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $312,392 | 4,263 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $325,123 | 4,300 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $318,860 | 4,133 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $315,863 | 1,138 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $278,837 | 1,161 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $344,567 | 1,432 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||