Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$715,235
-$41,735 QoQ
Shares Held
8,149
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,783
of 2,988 holders
Holding Since
Jun 2020
21 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, 2026Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. NEE ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,895 | $1,904,147 | |
| 2 | DUK |
Duke Energy CORP
|
13,356 | $1,690,600 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,428 | $1,289,842 | |
| 4 | LNT |
Alliant Energy Corp
|
15,314 | $1,168,304 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
8,149 | $715,235 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,521 | $527,915 | |
| 7 | ES |
Eversource Energy
|
5,804 | $419,454 | |
| 8 | D |
Dominion Energy, Inc
|
5,863 | $400,381 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,235 | 8,149 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $756,970 | 8,150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $694,742 | 8,654 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $360,690 | 4,778 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $334,534 | 4,819 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $378,480 | 5,339 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $423,973 | 5,914 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $651,385 | 7,706 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $556,918 | 7,865 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $596,278 | 9,330 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $260,666 | 4,550 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $367,955 | 4,959 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $372,062 | 4,827 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $308,983 | 3,696 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $318,420 | 4,061 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $304,261 | 3,928 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $210,671 | 2,487 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $252,256 | 2,702 | Shares | Sole | 2022-02-04 | |
| 2020-12-31 | $323,567 | 4,194 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $347,782 | 1,253 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $572,565 | 2,384 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||