Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,771,110
-$17,851 QoQ
Shares Held
20,179
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#1,284
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Ranch Capital Advisors Inc. holds $15,625,648 across 6 Utilities - Regulated Electric names. NEE ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
34,258 | $3,934,873 | |
| 2 | EVRG |
Evergy, Inc.
|
36,282 | $3,135,853 | |
| 3 | SO |
Southern Co
|
32,764 | $3,135,842 | |
| 4 | DUK |
Duke Energy CORP
|
24,627 | $3,117,285 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
20,179 | $1,771,110 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,879 | $530,685 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,771,110 | 20,179 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,788,961 | 19,261 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,521,306 | 18,950 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,268,307 | 16,801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,168,408 | 16,831 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,174,434 | 16,567 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,195,287 | 16,673 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,359,665 | 16,085 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,118,231 | 15,792 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $897,871 | 14,049 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $531,596 | 8,752 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $487,595 | 8,511 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $613,485 | 8,268 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $646,007 | 8,381 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $478,359 | 5,722 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $398,479 | 5,082 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $393,651 | 5,082 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $430,496 | 5,082 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $474,455 | 5,082 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $399,038 | 5,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $372,408 | 5,082 | Principal | Sole | 2021-08-16 | |
| 2021-03-31 | $384,250 | 5,082 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $402,260 | 5,214 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $863,489 | 3,111 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $962,361 | 4,007 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $946,117 | 3,932 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||