Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,562,241
+$138,957 QoQ
Shares Held
16,820
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 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, 2026Inspire Advisors, LLC holds $14,693,434 across 16 Utilities - Regulated Electric names. NEE ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
38,489 | $3,153,018 | |
| 2 | ES |
Eversource Energy
|
39,815 | $2,758,383 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
16,820 | $1,562,241 | |
| 4 | ETR |
Entergy Corp /De/
|
12,316 | $1,383,825 | |
| 5 | D |
Dominion Energy, Inc
|
19,809 | $1,224,592 | |
| 6 | DUK |
Duke Energy CORP
|
8,499 | $1,112,859 | |
| 7 | CNP |
Centerpoint Energy Inc
|
20,002 | $863,286 | |
| 8 | IDA |
Idacorp Inc
|
3,443 | $492,245 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,562,241 | 16,820 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,423,284 | 17,729 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,340,249 | 17,754 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,294,821 | 18,652 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,240,575 | 17,500 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,001,365 | 13,968 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,129,320 | 13,360 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,105,273 | 15,609 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $881,574 | 13,794 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $289,183 | 4,761 | Shares | Defined | 2024-02-12 | |
| 2023-06-30 | $230,539 | 3,107 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $201,392 | 2,409 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $215,392 | 2,747 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $220,218 | 2,843 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $268,615 | 3,171 | Shares | Defined | 2022-04-21 | |
| 2021-12-31 | $325,359 | 3,485 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $211,846 | 2,698 | Shares | Defined | 2021-11-09 | |
| 2020-12-31 | $86,716 | 1,124 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||