Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,639,222
+$1,063,861 QoQ
Shares Held
64,250
+30.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#753
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. NEE ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,639,222 | 64,250 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,575,361 | 49,261 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,855,848 | 48,030 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,597,626 | 47,657 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,877,940 | 55,862 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,851,028 | 54,324 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,262,038 | 45,502 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,597,596 | 42,560 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,555,178 | 36,085 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,225,985 | 34,830 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,719,610 | 28,311 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $1,399,136 | 24,422 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $1,020,621 | 13,755 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $818,820 | 10,623 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $395,678 | 4,733 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $500,334 | 6,381 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $508,757 | 6,568 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $568,065 | 6,706 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $617,296 | 6,612 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $244,354 | 3,112 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $351,011 | 4,790 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $306,598 | 4,055 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $109,707 | 1,422 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||