Gladstone Institutional Advisory LLC
Position in NEE — Nextera Energy Inc
CIK 1766530
Bedminster, NJ
Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,103,861
-$131,652 QoQ
Shares Held
46,757
+2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#871
of 2,997 holders
Holding Since
Mar 2020
25 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, 2026Gladstone Institutional Advisory LLC holds $12,814,890 across 16 Utilities - Regulated Electric names. NEE ranks #1 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
46,757 | $4,103,861 | |
| 2 | SO |
Southern Co
|
23,803 | $2,278,185 | |
| 3 | LNT |
Alliant Energy Corp
|
13,529 | $1,032,127 | |
| 4 | DUK |
Duke Energy CORP
|
5,333 | $675,051 | |
| 5 | EXC |
Exelon Corp
|
13,935 | $649,649 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,478 | $612,635 | |
| 7 | DTE |
Dte Energy Co
|
3,876 | $590,586 | |
| 8 | PPL |
PPL Corp
|
15,423 | $560,626 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,103,861 | 46,757 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,235,513 | 45,602 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,886,595 | 48,413 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,871,731 | 51,288 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,519,732 | 50,702 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,713,430 | 52,383 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,547,507 | 49,484 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,929,461 | 46,486 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,130,064 | 58,326 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,849,938 | 60,240 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,963,247 | 81,713 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,671,312 | 81,538 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,290,285 | 125,206 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,641,361 | 112,109 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,146,225 | 49,596 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,018,318 | 64,001 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $3,487,559 | 45,024 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $5,452,613 | 64,368 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $4,646,340 | 49,768 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $3,210,682 | 40,890 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $993,896 | 13,563 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $653,572 | 8,644 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $253,206 | 3,282 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $231,207 | 833 | Shares | Sole | 2023-01-30 | |
| 2020-03-31 | $263,237 | 1,094 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||