Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$615,882
+$104,114 QoQ
Shares Held
7,017
+27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,899
of 3,000 holders
Holding Since
Sep 2022
14 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, 2026Perennial Investment Advisors, LLC holds $3,355,356 across 9 Utilities - Regulated Electric names. NEE ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
16,830 | $784,614 | |
| 2 | NEE |
Nextera Energy Inc
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|
7,017 | $615,882 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,006 | $411,250 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,752 | $321,351 | |
| 5 | SO |
Southern Co
|
2,848 | $272,582 | |
| 6 | DUK |
Duke Energy CORP
|
2,153 | $272,526 | |
| 7 | AEE |
Ameren Corp
|
2,216 | $250,496 | |
| 8 | XEL |
Xcel Energy Inc
|
2,719 | $218,335 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $615,882 | 7,017 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $511,768 | 5,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $376,834 | 4,694 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $329,589 | 4,366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $263,171 | 3,791 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $252,793 | 3,566 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,146 | 3,294 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $275,145 | 3,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,016 | 3,206 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $206,493 | 3,231 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $230,762 | 3,110 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $223,454 | 2,899 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $223,044 | 2,668 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $201,592 | 2,571 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||