Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,294,652
+$247,568 QoQ
Shares Held
83,111
+9.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#676
of 2,993 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $85,525,291 across 41 Utilities - Regulated Electric names. NEE ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
76,958 | $10,528,623 | |
| 2 | SO |
Southern Co
|
99,526 | $9,524,116 | |
| 3 | NEE |
Nextera Energy Inc
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|
83,111 | $7,294,652 | |
| 4 | DUK |
Duke Energy CORP
|
52,478 | $6,642,665 | |
| 5 | ED |
Consolidated Edison Inc
|
54,754 | $6,057,435 | |
| 6 | D |
Dominion Energy, Inc
|
83,212 | $5,682,547 | |
| 7 | EIX |
Edison International
|
75,192 | $5,598,044 | |
| 8 | ES |
Eversource Energy
|
67,933 | $4,909,517 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,294,652 | 83,111 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,047,084 | 75,873 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,542,355 | 44,125 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,365,904 | 71,081 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,709,036 | 67,834 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,698,022 | 66,272 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,762,151 | 66,427 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,758,457 | 44,463 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,266,252 | 46,127 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,770,178 | 43,345 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,398,379 | 39,486 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,846,915 | 32,238 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,518,496 | 33,942 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,150,069 | 27,894 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $2,386,111 | 28,542 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,181,993 | 27,828 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,076,702 | 26,810 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,203,645 | 26,014 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,258,004 | 24,186 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,768,427 | 22,522 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $806,373 | 11,004 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $663,402 | 8,774 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $435,820 | 5,649 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $316,418 | 1,140 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $227,681 | 948 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $236,048 | 981 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||