Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,639,172
+$276,782 QoQ
Shares Held
189,577
+7.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#437
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, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. NEE ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
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|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,639,172 | 189,577 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,362,390 | 176,167 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $13,669,917 | 170,278 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,275,531 | 122,871 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,295,971 | 105,099 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,129,999 | 86,472 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,405,984 | 19,612 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,930,158 | 22,834 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,248,946 | 17,638 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $941,266 | 14,728 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $923,916 | 15,211 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $993,981 | 17,350 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,229,494 | 16,570 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,307,276 | 16,960 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,439,926 | 17,224 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,356,571 | 17,301 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,137,345 | 14,683 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,329,015 | 15,689 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,166,439 | 12,494 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $922,767 | 11,752 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $968,541 | 13,217 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $997,295 | 13,190 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $738,634 | 9,574 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $584,263 | 2,105 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $497,872 | 2,073 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $483,164 | 2,008 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||