Position in NEE
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$7,571,670
+$1,538,950 QoQ
Shares Held
81,521
+8.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. NEE ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,571,670 | 81,521 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,032,720 | 75,146 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,622,177 | 61,229 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,189,358 | 60,348 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,706,767 | 52,289 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,806,022 | 53,090 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,619,151 | 42,815 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,413,063 | 34,078 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,504,441 | 23,540 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,617,506 | 26,630 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $782,867 | 13,665 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,021,572 | 40,722 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,057,455 | 39,666 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,232,477 | 38,666 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,736,116 | 34,895 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,710,402 | 34,991 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,027,958 | 35,745 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,218,679 | 34,476 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,700,616 | 34,394 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||