Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$19,397
+$2,122 QoQ
Shares Held
221
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,900
of 2,988 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, 2026Bay Harbor Wealth Management, LLC holds $551,932 across 29 Utilities - Regulated Electric names. NEE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,088 | $137,719 | |
| 2 | XEL |
Xcel Energy Inc
|
1,089 | $87,446 | |
| 3 | CNP |
Centerpoint Energy Inc
|
1,754 | $77,246 | |
| 4 | PPL |
PPL Corp
|
2,067 | $75,135 | |
| 5 | EXC |
Exelon Corp
|
1,147 | $53,473 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
221 | $19,397 | |
| 7 | SO |
Southern Co
|
120 | $11,485 | |
| 8 | AEP |
American Electric Power Co Inc
|
78 | $10,671 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,397 | 221 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $17,275 | 186 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $10,195 | 127 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $6,114 | 81 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $3,540 | 51 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,481 | 35 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $65,237 | 910 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $75,062 | 888 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $65,216 | 921 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $59,052 | 924 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $56,488 | 930 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $43,425 | 758 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $55,056 | 742 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $61,509 | 798 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $66,712 | 798 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $62,728 | 800 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $61,968 | 800 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $67,768 | 800 | Shares | Other | 2022-04-19 | |
| 2021-12-31 | $74,688 | 800 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $60,460 | 770 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $56,718 | 774 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $57,917 | 766 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $57,708 | 748 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $59,397 | 214 | Shares | Other | 2020-10-27 | |
| 2020-06-30 | $49,715 | 207 | Shares | Other | 2020-07-16 | |
| 2020-03-31 | $43,070 | 179 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||