Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,124,085
-$1,101,862 QoQ
Shares Held
35,594
-21.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#977
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. NEE ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
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|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,124,085 | 35,594 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,225,947 | 45,499 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,734,625 | 46,520 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,582,528 | 47,457 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,426,987 | 49,366 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,445,679 | 48,606 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,375,595 | 47,086 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,912,724 | 46,288 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,148,070 | 44,458 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,955,581 | 46,246 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,313,063 | 54,545 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,760,805 | 48,190 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,589,350 | 48,374 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,746,627 | 48,607 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,559,962 | 54,545 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $3,208,458 | 40,919 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,248,362 | 41,936 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,553,415 | 41,948 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,251,822 | 34,831 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,540,514 | 32,355 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,405,342 | 32,824 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,374,002 | 31,398 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,361,715 | 30,612 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,202,161 | 7,934 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,979,721 | 8,243 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,881,648 | 7,820 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||