Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,783,574
-$107,462 QoQ
Shares Held
20,321
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,277
of 3,000 holders
Holding Since
Sep 2020
24 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, 2026Founders Financial Alliance, LLC holds $13,122,470 across 6 Utilities - Regulated Electric names. NEE ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,987 | $7,846,314 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
20,321 | $1,783,574 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,035 | $1,646,508 | |
| 4 | D |
Dominion Energy, Inc
|
15,655 | $1,069,079 | |
| 5 | SO |
Southern Co
|
4,728 | $452,516 | |
| 6 | ETR |
Entergy Corp /De/
|
2,825 | $324,479 |
All Filings in NEE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,783,574 | 20,321 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,891,036 | 20,360 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,522,670 | 18,967 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,648,475 | 21,837 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,342,721 | 19,342 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,571,276 | 22,165 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,597,468 | 22,283 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,875,551 | 22,188 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,570,282 | 22,176 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $1,421,102 | 22,236 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,406,252 | 23,152 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,312,456 | 22,909 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,776,793 | 23,946 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,697,224 | 22,019 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,930,825 | 23,096 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,916,967 | 24,448 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,854,702 | 23,944 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,067,262 | 24,404 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,283,492 | 24,459 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,909,055 | 24,313 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,823,253 | 24,881 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,865,881 | 24,678 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,787,710 | 23,172 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,572,095 | 5,664 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||