Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$774,043
-$170,082 QoQ
Shares Held
8,819
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,747
of 2,993 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OneAscent Financial Services LLC holds $6,324,640 across 10 Utilities - Regulated Electric names. NEE ranks #5 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,467 | $1,001,796 | |
| 2 | DUK |
Duke Energy CORP
|
7,493 | $948,463 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,056 | $828,521 | |
| 4 | XEL |
Xcel Energy Inc
|
9,893 | $794,407 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
8,819 | $774,043 | |
| 6 | EIX |
Edison International
|
9,288 | $691,491 | |
| 7 | ETR |
Entergy Corp /De/
|
3,835 | $440,488 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,021 | $352,762 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,043 | 8,819 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $944,125 | 10,165 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $705,741 | 8,791 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $584,217 | 7,739 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $955,427 | 13,763 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $704,292 | 9,935 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $506,561 | 7,066 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $480,553 | 5,685 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $411,122 | 5,806 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $359,941 | 5,632 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $349,558 | 5,755 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $206,473 | 3,604 | Shares | Sole | 2023-10-13 | |
| 2022-12-31 | $243,359 | 2,911 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $310,716 | 3,668 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $343,004 | 3,674 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $283,221 | 3,607 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $210,044 | 2,778 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $201,978 | 2,618 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $476,292 | 1,716 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $593,460 | 2,471 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $385,954 | 1,604 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||