Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$798,443
-$104,071 QoQ
Shares Held
9,097
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,735
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, 2026Accel Wealth Management holds $2,969,082 across 7 Utilities - Regulated Electric names. NEE ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
9,097 | $798,443 | |
| 2 | LNT |
Alliant Energy Corp
|
8,972 | $684,473 | |
| 3 | DUK |
Duke Energy CORP
|
3,303 | $418,093 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,313 | $316,441 | |
| 5 | OGE |
Oge Energy Corp.
|
5,632 | $274,053 | |
| 6 | SO |
Southern Co
|
2,514 | $240,614 | |
| 7 | XEL |
Xcel Energy Inc
|
2,951 | $236,965 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,443 | 9,097 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $902,514 | 9,717 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $842,137 | 10,490 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $618,112 | 8,188 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $589,722 | 8,495 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $599,445 | 8,456 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $617,609 | 8,615 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $715,969 | 8,470 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $609,957 | 8,614 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $387,230 | 6,059 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $321,314 | 5,290 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $296,934 | 5,183 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $302,513 | 4,077 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $323,813 | 4,201 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $382,804 | 4,579 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $299,134 | 3,815 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $392,722 | 5,070 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $495,129 | 5,845 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $541,768 | 5,803 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $330,098 | 4,204 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $307,922 | 4,202 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $290,644 | 3,844 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $239,396 | 3,103 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||