Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in NEE — Nextera Energy Inc
CIK 1748861
CONCORD, MA
Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,536,201
-$38,153 QoQ
Shares Held
28,896
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,069
of 3,000 holders
Holding Since
Sep 2020
24 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $17,442,305 across 12 Utilities - Regulated Electric names. NEE ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,797 | $3,330,420 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
28,896 | $2,536,201 | |
| 3 | DUK |
Duke Energy CORP
|
18,245 | $2,309,452 | |
| 4 | AEE |
Ameren Corp
|
18,695 | $2,113,282 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
23,862 | $1,936,639 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,898 | $1,901,385 | |
| 7 | NGG |
National Grid PLC
|
12,102 | $1,002,892 | |
| 8 | D |
Dominion Energy, Inc
|
9,833 | $671,495 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,536,201 | 28,896 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,574,354 | 27,717 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,533,428 | 19,101 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,061,087 | 14,056 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $891,352 | 12,840 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,599,703 | 22,566 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,807,304 | 25,210 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,140,384 | 25,321 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,818,471 | 25,681 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,601,073 | 25,052 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,022,375 | 16,832 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $938,467 | 16,381 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $894,703 | 12,058 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $845,413 | 10,968 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $687,693 | 8,226 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $651,273 | 8,306 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $910,464 | 11,754 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,063,195 | 12,551 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,136,658 | 12,175 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $872,200 | 11,108 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $760,792 | 10,382 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $768,802 | 10,168 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $299,804 | 3,886 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $247,861 | 893 | Shares | Sole | 2020-11-25 | |
| No filing history on record for this holder in this stock. | ||||||