Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$426,123
+$10,021 QoQ
Shares Held
4,855
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,193
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, 2026Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. NEE ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,994 | $1,777,709 | |
| 2 | DUK |
Duke Energy CORP
|
12,181 | $1,541,870 | |
| 3 | SO |
Southern Co
|
9,987 | $955,855 | |
| 4 | ES |
Eversource Energy
|
10,661 | $770,470 | |
| 5 | NEE |
Nextera Energy Inc
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|
4,855 | $426,123 | |
| 6 | XEL |
Xcel Energy Inc
|
4,581 | $367,854 | |
| 7 | EIX |
Edison International
|
4,739 | $352,818 | |
| 8 | PCG |
PG&E Corp
|
12,870 | $216,473 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,123 | 4,855 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $416,102 | 4,480 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $343,758 | 4,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $313,132 | 4,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,286 | 4,196 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $390,533 | 5,509 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $432,290 | 6,030 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,018,153 | 23,875 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,522,556 | 21,502 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,280,372 | 20,034 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,162,745 | 19,143 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,104,837 | 19,285 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,467,824 | 19,782 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,496,122 | 19,410 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,642,489 | 19,647 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $322,500 | 4,113 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $318,592 | 4,113 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $303,854 | 3,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $334,882 | 3,587 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $270,187 | 3,441 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $235,375 | 3,212 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $246,034 | 3,254 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $263,081 | 3,410 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $229,819 | 828 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $220,956 | 920 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $205,489 | 854 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||