Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,330,593
+$63,339 QoQ
Shares Held
15,160
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,446
of 2,997 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $18,292,632 across 24 Utilities - Regulated Electric names. NEE ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
19,617 | $2,170,228 | |
| 2 | DUK |
Duke Energy CORP
|
12,793 | $1,619,337 | |
| 3 | SO |
Southern Co
|
16,175 | $1,548,109 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
15,160 | $1,330,593 | |
| 5 | ES |
Eversource Energy
|
15,066 | $1,088,819 | |
| 6 | NGG |
National Grid PLC
|
12,914 | $1,070,183 | |
| 7 | EXC |
Exelon Corp
|
20,707 | $965,360 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,729 | $920,594 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,593 | 15,160 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,267,254 | 13,644 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $974,117 | 12,134 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $556,512 | 7,372 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $556,748 | 8,020 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $585,764 | 8,263 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $580,115 | 8,092 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $613,434 | 7,257 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $440,792 | 6,225 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $392,663 | 6,144 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $317,609 | 5,229 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $253,107 | 4,418 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $306,742 | 4,134 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $312,636 | 4,056 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $324,953 | 3,887 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $430,627 | 5,492 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $296,671 | 3,830 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,634,000 | 223,126 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $337,029 | 3,610 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $273,014 | 3,477 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $223,210 | 3,046 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $213,522 | 2,824 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $234,381 | 3,038 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||