Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$482,208
-$23,337 QoQ
Shares Held
5,494
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,095
of 3,000 holders
Holding Since
Dec 2020
19 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $7,243,115 across 21 Utilities - Regulated Electric names. NEE ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
42,320 | $4,941,706 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
5,494 | $482,208 | |
| 3 | EIX |
Edison International
|
5,968 | $444,317 | |
| 4 | SO |
Southern Co
|
2,868 | $274,496 | |
| 5 | XEL |
Xcel Energy Inc
|
2,356 | $189,186 | |
| 6 | LNT |
Alliant Energy Corp
|
2,134 | $162,802 | |
| 7 | EXC |
Exelon Corp
|
3,411 | $159,020 | |
| 8 | DUK |
Duke Energy CORP
|
999 | $126,453 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,208 | 5,494 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $505,545 | 5,443 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $209,530 | 2,610 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $149,168 | 1,976 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $137,104 | 1,975 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $192,820 | 2,720 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $276,920 | 3,276 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $213,421 | 3,014 | Shares | Sole | 2024-08-05 | |
| 2023-06-30 | $275,282 | 3,710 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $377,152 | 4,893 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $424,186 | 5,074 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $376,916 | 4,807 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,096 | 4,907 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $411,690 | 4,860 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $534,392 | 5,724 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $449,448 | 5,724 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $410,661 | 5,604 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $367,464 | 4,860 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $315,697 | 4,092 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||