Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,049,114
-$69,811 QoQ
Shares Held
11,953
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,581
of 2,997 holders
Holding Since
Jun 2022
11 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, 2026Aprio Wealth Management, LLC holds $11,504,972 across 19 Utilities - Regulated Electric names. NEE ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,127 | $2,500,615 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
11,953 | $1,049,114 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,588 | $1,038,114 | |
| 4 | DUK |
Duke Energy CORP
|
8,130 | $1,029,095 | |
| 5 | ETR |
Entergy Corp /De/
|
5,956 | $684,106 | |
| 6 | D |
Dominion Energy, Inc
|
8,395 | $573,294 | |
| 7 | XEL |
Xcel Energy Inc
|
6,813 | $547,083 | |
| 8 | EIX |
Edison International
|
6,915 | $514,821 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,114 | 11,953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,118,925 | 12,047 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $889,984 | 11,086 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $692,167 | 9,169 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $458,172 | 6,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $268,814 | 3,792 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $301,384 | 4,204 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $324,595 | 3,840 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $270,989 | 3,827 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $209,624 | 3,280 | Shares | Sole | 2024-04-10 | |
| 2022-06-30 | $245,935 | 3,175 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||