Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,477,607
-$36,337 QoQ
Shares Held
16,835
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,387
of 3,000 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. NEE ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,747 | $4,778,015 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
16,835 | $1,477,607 | |
| 3 | SO |
Southern Co
|
13,562 | $1,298,019 | |
| 4 | D |
Dominion Energy, Inc
|
11,417 | $779,666 | |
| 5 | ES |
Eversource Energy
|
10,388 | $750,740 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,113 | $739,611 | |
| 7 | ED |
Consolidated Edison Inc
|
6,030 | $667,098 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,280 | $311,926 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,607 | 16,835 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,513,944 | 16,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,249,477 | 15,564 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,016,548 | 13,466 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $939,807 | 13,538 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $946,027 | 13,345 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $911,681 | 12,717 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $975,307 | 11,538 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $816,297 | 11,528 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $752,092 | 11,768 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $729,973 | 12,018 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $597,591 | 10,431 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $705,196 | 9,504 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $899,909 | 11,675 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $477,857 | 5,716 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $426,236 | 5,436 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $416,037 | 5,371 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $385,854 | 4,555 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $411,157 | 4,404 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $327,821 | 4,175 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $264,394 | 3,608 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $292,383 | 3,867 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $193,723 | 2,511 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||