Foundations Investment Advisors, LLC
EndowmentPosition in NEE — Nextera Energy Inc
CIK 1743404
PHOENIX, AZ
Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,505,446
+$1,399,764 QoQ
Shares Held
39,939
+76.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#928
of 3,000 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. NEE ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,505,446 | 39,939 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,105,682 | 22,671 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,650,717 | 20,562 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,590,045 | 21,063 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,214,502 | 17,495 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $826,506 | 11,659 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,215,073 | 16,949 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $618,506 | 7,317 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $508,344 | 7,179 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $405,892 | 6,351 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $422,811 | 6,961 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $487,079 | 8,502 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $595,751 | 8,029 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $590,278 | 7,658 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $467,742 | 5,595 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $384,130 | 4,899 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $295,045 | 3,809 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $319,102 | 3,767 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $302,673 | 3,242 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $247,887 | 3,157 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $230,099 | 3,140 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $268,793 | 3,555 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $322,718 | 4,183 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $268,122 | 966 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $226,480 | 943 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $221,851 | 922 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||