Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,159,017
-$384,912 QoQ
Shares Held
35,992
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#973
of 3,000 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. NEE ranks #1 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
35,992 | $3,159,017 | |
| 2 | SO |
Southern Co
|
28,968 | $2,772,527 | |
| 3 | DUK |
Duke Energy CORP
|
15,585 | $1,972,749 | |
| 4 | D |
Dominion Energy, Inc
|
27,800 | $1,898,462 | |
| 5 | AEP |
American Electric Power Co Inc
|
8,445 | $1,155,360 | |
| 6 | ED |
Consolidated Edison Inc
|
8,618 | $953,409 | |
| 7 | LNT |
Alliant Energy Corp
|
11,528 | $879,471 | |
| 8 | DTE |
Dte Energy Co
|
5,173 | $788,210 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,159,017 | 35,992 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,543,929 | 38,156 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $792,845 | 9,876 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $630,718 | 8,355 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $536,963 | 7,735 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $535,715 | 7,557 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $324,970 | 4,533 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $382,751 | 4,528 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $251,941 | 3,558 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $228,669 | 3,578 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $217,570 | 3,582 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $229,446 | 4,005 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $313,124 | 4,220 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $322,445 | 3,857 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $232,877 | 2,970 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $228,739 | 2,953 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $218,721 | 2,582 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $240,121 | 2,572 | Shares | Sole | 2022-01-13 | |
| No filing history on record for this holder in this stock. | ||||||