Position in NEE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$54,580,281
+$8,056,737 QoQ
Shares Held
587,643
+1.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1.544815474701477.ToString("F0")%
Shared 0.ToString("F0")%
None 98.45518452529852.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sanctuary Advisors, LLC holds $215,956,299 across 28 Utilities - Regulated Electric names. NEE ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
587,643 | $54,580,281 | |
| 2 | SO |
Southern Co
|
402,801 | $38,878,352 | |
| 3 | DUK |
Duke Energy CORP
|
213,324 | $27,932,644 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
111,726 | $12,934,519 | |
| 5 | ETR |
Entergy Corp /De/
|
113,162 | $12,714,882 | |
| 6 | D |
Dominion Energy, Inc
|
203,949 | $12,608,127 | |
| 7 | ES |
Eversource Energy
|
118,262 | $8,193,191 | |
| 8 | ED |
Consolidated Edison Inc
|
49,801 | $5,636,477 |
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,580,281 | 587,643 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $46,523,544 | 579,516 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $42,117,078 | 557,916 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $36,686,387 | 528,470 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $32,544,110 | 459,079 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $33,036,257 | 460,821 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $43,142,421 | 510,380 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $31,949,826 | 451,205 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||