Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,048,327
-$255,154 QoQ
Shares Held
148,665
+3.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#493
of 2,993 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $34,687,942 across 16 Utilities - Regulated Electric names. NEE ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
148,665 | $13,048,327 | |
| 2 | SO |
Southern Co
|
35,373 | $3,385,549 | |
| 3 | ED |
Consolidated Edison Inc
|
30,001 | $3,319,010 | |
| 4 | ES |
Eversource Energy
|
36,083 | $2,607,718 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
21,968 | $2,565,203 | |
| 6 | ETR |
Entergy Corp /De/
|
18,427 | $2,116,525 | |
| 7 | XEL |
Xcel Energy Inc
|
20,713 | $1,663,253 | |
| 8 | EXC |
Exelon Corp
|
25,594 | $1,193,192 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,048,327 | 148,665 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,303,481 | 143,233 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,929,190 | 123,682 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,320,615 | 136,715 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,645,353 | 138,942 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,400,767 | 146,717 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,989,001 | 153,285 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $12,052,202 | 142,579 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,854,769 | 139,172 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,979,483 | 62,267 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,323,725 | 120,575 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,463,222 | 147,726 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,534,700 | 128,500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $8,980,899 | 116,514 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,723,948 | 80,430 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $6,147,108 | 78,397 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,722,589 | 73,878 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $5,397,467 | 63,717 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,498,250 | 58,893 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,636,213 | 59,045 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $4,157,394 | 56,733 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,692,716 | 48,839 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,311,123 | 42,918 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,564,050 | 5,635 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $743,326 | 3,095 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $631,627 | 2,625 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||