Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,080,624
-$102,017 QoQ
Shares Held
12,312
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,559
of 3,000 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Soltis Investment Advisors LLC holds $33,657,409 across 11 Utilities - Regulated Electric names. NEE ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
81,719 | $11,179,976 | |
| 2 | ETR |
Entergy Corp /De/
|
80,942 | $9,296,998 | |
| 3 | ES |
Eversource Energy
|
118,065 | $8,532,557 | |
| 4 | NEE |
Nextera Energy Inc
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|
12,312 | $1,080,624 | |
| 5 | DUK |
Duke Energy CORP
|
7,233 | $915,553 | |
| 6 | EIX |
Edison International
|
8,713 | $648,682 | |
| 7 | PCG |
PG&E Corp
|
33,284 | $559,836 | |
| 8 | SO |
Southern Co
|
4,681 | $448,018 |
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,624 | 12,312 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,182,641 | 12,733 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $962,878 | 11,994 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $864,511 | 11,452 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $840,953 | 12,114 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $316,807 | 4,469 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $346,764 | 4,837 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $384,526 | 4,549 | Shares | Sole | 2025-01-03 | |
| 2023-09-30 | $729,358 | 12,731 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||