Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$27,722,242
+$7,422,204 QoQ
Shares Held
315,851
+44.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#328
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. NEE ranks #1 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,722,242 | 315,851 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $20,300,038 | 218,562 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,223,528 | 177,174 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,040,671 | 172,747 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,084,078 | 174,072 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,970,414 | 168,859 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,726,242 | 93,824 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,261,211 | 85,901 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,007,095 | 84,834 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,453,056 | 85,324 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,246,478 | 86,376 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,203,195 | 73,367 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,160,313 | 69,546 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,495,536 | 58,323 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,882,741 | 58,406 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,577,026 | 58,373 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,447,830 | 57,421 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,854,221 | 57,304 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,553,498 | 70,196 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,793,584 | 35,578 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,890,257 | 25,795 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,745,456 | 23,085 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $303,662 | 3,936 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $770,229 | 2,775 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $331,674 | 1,381 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $220,167 | 915 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||