Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,964,791
-$265,197 QoQ
Shares Held
113,533
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#574
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Visionary Wealth Advisors holds $32,244,812 across 6 Utilities - Regulated Electric names. NEE ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
112,104 | $10,729,473 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
113,533 | $9,964,791 | |
| 3 | DUK |
Duke Energy CORP
|
77,162 | $9,767,165 | |
| 4 | AEE |
Ameren Corp
|
11,690 | $1,321,437 | |
| 5 | D |
Dominion Energy, Inc
|
3,493 | $238,536 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,633 | $223,410 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,964,791 | 113,533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,229,988 | 110,142 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,173,997 | 114,275 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,705,959 | 115,326 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,919,850 | 114,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,673,842 | 108,250 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,313,240 | 102,012 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,564,241 | 101,316 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,396,578 | 118,579 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,479,067 | 117,025 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,631,023 | 92,707 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,802,907 | 83,835 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $439,635 | 5,925 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $475,121 | 6,164 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $497,503 | 5,951 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $461,991 | 5,892 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $816,350 | 10,539 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $503,092 | 5,939 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $400,607 | 4,291 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $309,918 | 3,947 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $317,961 | 4,339 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $399,069 | 5,278 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $454,336 | 5,889 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $387,751 | 1,397 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $249,536 | 1,039 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $254,335 | 1,057 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||