Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,937,522
-$153,206 QoQ
Shares Held
22,075
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#1,213
of 3,000 holders
Holding Since
Dec 2020
18 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, 2026Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. NEE ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
22,075 | $1,937,522 | |
| 2 | ETR |
Entergy Corp /De/
|
16,007 | $1,838,564 | |
| 3 | D |
Dominion Energy, Inc
|
8,459 | $577,665 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,664 | $364,461 | |
| 5 | DUK |
Duke Energy CORP
|
2,340 | $296,197 | |
| 6 | EXC |
Exelon Corp
|
5,503 | $256,549 | |
| 7 | EVRG |
Evergy, Inc.
|
2,953 | $255,227 |
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,937,522 | 22,075 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,090,728 | 22,510 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,890,192 | 23,545 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,802,776 | 23,881 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,694,195 | 24,405 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,756,441 | 24,777 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,737,622 | 24,238 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,050,697 | 24,260 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,721,674 | 24,314 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $2,533,999 | 30,311 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,405,697 | 30,681 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,429,223 | 31,361 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,754,006 | 32,511 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,955,124 | 31,653 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,318,303 | 29,525 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,137,357 | 29,167 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,068,840 | 27,362 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,092,385 | 27,121 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||