Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,329,290
-$259,499 QoQ
Shares Held
37,932
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#948
of 2,993 holders
Holding Since
Dec 2020
23 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, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. NEE ranks #1 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,329,290 | 37,932 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,588,789 | 38,639 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,898,107 | 36,100 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,804,151 | 37,146 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,711,128 | 39,054 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,461,725 | 34,726 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,142,454 | 29,885 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,249,173 | 26,608 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,409,826 | 19,910 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,802,517 | 28,204 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $1,096,904 | 18,081 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,319,905 | 23,061 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $2,867,236 | 38,642 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,927,955 | 63,933 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,812,183 | 57,562 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,575,025 | 45,594 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,011,412 | 38,877 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,544,432 | 18,232 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,459,009 | 26,339 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,285,058 | 16,366 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $971,106 | 13,252 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $756,024 | 9,999 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $487,510 | 6,319 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||