Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$927,377
-$119,194 QoQ
Shares Held
10,566
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,661
of 3,000 holders
Holding Since
Mar 2022
17 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, 2026Resonant Capital Advisors, LLC holds $4,928,652 across 14 Utilities - Regulated Electric names. NEE ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
10,566 | $927,377 | |
| 2 | EXC |
Exelon Corp
|
10,808 | $503,868 | |
| 3 | DUK |
Duke Energy CORP
|
3,660 | $463,282 | |
| 4 | SO |
Southern Co
|
4,245 | $406,288 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,556 | $349,686 | |
| 6 | D |
Dominion Energy, Inc
|
4,811 | $328,543 | |
| 7 | LNT |
Alliant Energy Corp
|
4,261 | $325,071 | |
| 8 | ETR |
Entergy Corp /De/
|
2,572 | $295,419 |
All Filings in NEE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,377 | 10,566 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,046,571 | 11,268 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $751,822 | 9,365 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $686,959 | 9,100 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $653,866 | 9,419 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $492,756 | 6,951 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $418,741 | 5,841 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $497,289 | 5,883 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $390,517 | 5,515 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $331,692 | 5,190 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $252,739 | 4,161 | Shares | Sole | 2024-01-31 | |
| 2023-06-30 | $298,877 | 4,028 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $291,747 | 3,785 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $332,728 | 3,980 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $364,763 | 4,652 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $359,956 | 4,647 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $316,053 | 3,731 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||