Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$645,197
-$29,947 QoQ
Shares Held
7,351
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,869
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026Regent Peak Wealth Advisors LLC holds $2,612,994 across 2 Utilities - Regulated Electric names. NEE ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,560 | $1,967,797 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
7,351 | $645,197 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,197 | 7,351 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $675,144 | 7,269 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $572,316 | 7,129 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $555,908 | 7,364 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $499,136 | 7,041 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $506,848 | 7,070 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $602,276 | 7,125 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $505,795 | 7,143 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $450,182 | 7,044 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $408,112 | 6,719 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $378,916 | 6,614 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $532,533 | 7,177 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $555,900 | 7,212 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $633,270 | 7,575 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $557,024 | 7,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $537,572 | 6,940 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $563,575 | 6,653 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $625,698 | 6,702 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $506,532 | 6,451 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $470,311 | 6,418 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $466,362 | 6,168 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $487,510 | 6,319 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $410,788 | 1,480 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $347,525 | 1,447 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $333,980 | 1,388 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||