Position in NEE
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$13,461,899
-$566,603 QoQ
Shares Held
153,377
+1.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#484
of 2,997 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)
Derivatives in NEE
reported options exposure · as of Dec 31, 2021CallValue
$18,672
CallShares
200
PutValue
$18,672
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. NEE ranks #1 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in NEE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,461,899 | 153,377 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $14,028,502 | 151,039 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,051,071 | 150,113 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,309,005 | 149,808 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,344,551 | 149,014 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $10,302,443 | 145,330 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $16,249,398 | 226,662 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $12,402,664 | 146,725 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,920,530 | 154,223 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,192,175 | 143,830 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $9,011,507 | 148,362 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $19,301,000 | 336,900 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $21,496,852 | 289,715 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $21,677,747 | 281,237 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,558,600 | 257,878 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,863,134 | 253,324 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $12,048,360 | 155,543 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $22,629,259 | 267,138 | Shares | Defined | 2024-02-08 | |
| 2021-12-31 | $18,672 | 200 | Put | Sole | 2022-02-17 | |
| 2021-12-31 | $18,672 | 200 | Call | Sole | 2022-02-17 | |
| 2021-12-31 | $16,403,912 | 175,706 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $15,704 | 200 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $1,000 | 200 | Put | Sole | 2021-12-03 | |
| 2021-09-30 | $11,578,245 | 147,456 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $10,720,864 | 146,300 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $10,926,930 | 144,517 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $10,837,800 | 140,477 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,781,491 | 35,241 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $8,559,898 | 35,641 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,595,908 | 35,724 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||