Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$223,550
-$36,235 QoQ
Shares Held
2,547
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,646
of 3,000 holders
Holding Since
Sep 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $498,237 across 2 Utilities - Regulated Electric names. NEE ranks #2 (44.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,870 | $274,687 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,547 | $223,550 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,550 | 2,547 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $259,785 | 2,797 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $226,229 | 2,818 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,656 | 2,870 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $217,631 | 3,135 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $240,742 | 3,396 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $247,043 | 3,446 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $296,446 | 3,507 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $248,826 | 3,514 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,579 | 3,514 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $204,926 | 3,577 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $333,306 | 4,492 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $359,655 | 4,666 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $370,180 | 4,428 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $343,514 | 4,381 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $338,035 | 4,364 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $318,255 | 3,757 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $345,151 | 3,697 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $297,276 | 3,786 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $290,042 | 3,958 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $286,108 | 3,784 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $294,095 | 3,812 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $268,400 | 967 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||