Position in NEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$17,696,889
-$442,853 QoQ
Shares Held
201,628
+3.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#425
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, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. NEE ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,696,889 | 201,628 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $18,139,742 | 195,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,264,584 | 165,229 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,376,434 | 163,948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,213,908 | 132,727 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,131,386 | 142,917 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,805,041 | 136,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,345,691 | 146,051 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,679,705 | 150,822 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,585,732 | 165,635 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,371,803 | 187,221 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $11,546,169 | 201,539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,866,219 | 146,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,359,351 | 173,318 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,016,626 | 167,663 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,603,152 | 160,734 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $12,277,564 | 158,502 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,724,293 | 185,625 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,461,093 | 58,495 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,224,072 | 155,681 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,971,430 | 40,549 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,032,472 | 26,881 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,301,615 | 29,833 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $928,993 | 3,347 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,001,989 | 4,172 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $647,748 | 2,692 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||