Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,256,130
+$474,782 QoQ
Shares Held
162,426
+9.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#471
of 2,997 holders
Holding Since
Sep 2020
22 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. NEE ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
162,426 | $14,256,130 | |
| 2 | SO |
Southern Co
|
93,411 | $8,940,366 | |
| 3 | ETR |
Entergy Corp /De/
|
47,142 | $5,414,730 | |
| 4 | XEL |
Xcel Energy Inc
|
52,445 | $4,211,333 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,893 | $3,679,231 | |
| 6 | DUK |
Duke Energy CORP
|
26,993 | $3,416,773 | |
| 7 | NGG |
National Grid PLC
|
24,642 | $2,042,082 | |
| 8 | CNP |
Centerpoint Energy Inc
|
37,382 | $1,646,303 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,256,130 | 162,426 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,781,348 | 148,378 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,145,465 | 126,376 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,912,738 | 65,078 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,987,623 | 57,442 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $4,634,575 | 65,377 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $5,114,938 | 71,348 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $2,010,630 | 23,786 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,717,638 | 24,257 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $9,015,591 | 141,067 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $8,381,208 | 137,985 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $774,847 | 13,525 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $988,566 | 13,323 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $867,458 | 11,254 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,733,947 | 20,741 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,356,649 | 17,302 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,198,770 | 15,476 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,243,288 | 14,677 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,359,788 | 14,565 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,064,338 | 13,555 | Shares | Sole | 2021-11-02 | |
| 2020-12-31 | $218,720 | 2,835 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $230,374 | 830 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||