Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,052,764
-$113,011 QoQ
Shares Held
23,388
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,169
of 2,988 holders
Holding Since
Mar 2022
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 Jun 30, 2026Souders Financial Advisors holds $5,126,516 across 6 Utilities - Regulated Electric names. NEE ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
23,388 | $2,052,764 | |
| 2 | DUK |
Duke Energy CORP
|
12,253 | $1,550,984 | |
| 3 | CNP |
Centerpoint Energy Inc
|
12,564 | $553,318 | |
| 4 | D |
Dominion Energy, Inc
|
6,288 | $429,407 | |
| 5 | PCG |
PG&E Corp
|
17,377 | $292,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,811 | $247,762 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,052,764 | 23,388 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,165,775 | 23,318 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,846,921 | 23,006 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,682,898 | 22,293 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,507,524 | 21,716 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,570,851 | 22,159 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,567,215 | 21,861 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,893,387 | 22,399 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,583,948 | 22,369 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $1,472,039 | 23,033 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,401,150 | 23,068 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,353,418 | 23,624 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,433,166 | 32,792 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,603,916 | 33,782 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,649,952 | 31,698 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,368,452 | 30,206 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,005,052 | 25,885 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,059,723 | 24,315 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||