Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$829,163
-$40,286 QoQ
Shares Held
9,447
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,716
of 2,997 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, 2026HHM Wealth Advisors, LLC holds $4,065,350 across 12 Utilities - Regulated Electric names. NEE ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,111 | $1,924,823 | |
| 2 | NEE |
Nextera Energy Inc
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|
9,447 | $829,163 | |
| 3 | DUK |
Duke Energy CORP
|
5,173 | $654,798 | |
| 4 | EVRG |
Evergy, Inc.
|
2,074 | $179,255 | |
| 5 | D |
Dominion Energy, Inc
|
2,503 | $170,929 | |
| 6 | ED |
Consolidated Edison Inc
|
1,073 | $118,705 | |
| 7 | AEE |
Ameren Corp
|
639 | $72,232 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
516 | $60,253 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,163 | 9,447 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $869,449 | 9,361 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $707,266 | 8,810 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $664,915 | 8,808 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $615,824 | 8,871 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $631,913 | 8,914 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $653,239 | 9,112 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $764,658 | 9,046 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $672,128 | 9,492 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $96,440 | 1,509 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $92,081 | 1,516 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $86,794 | 1,515 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $112,264 | 1,513 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $116,544 | 1,512 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $128,242 | 1,534 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $131,728 | 1,680 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $205,811 | 2,657 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $134,519 | 1,588 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $145,734 | 1,561 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $113,068 | 1,440 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $99,367 | 1,356 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $104,644 | 1,384 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $69,126 | 896 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $34,695 | 125 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $30,021 | 125 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $30,077 | 125 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||