Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,808
-$4,976,854 QoQ
Shares Held
32
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,967
of 2,993 holders
Holding Since
Dec 2020
18 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, 2026Ascentis Independent Advisors holds $463,567 across 9 Utilities - Regulated Electric names. NEE ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
1,114 | $169,740 | |
| 2 | ED |
Consolidated Edison Inc
|
621 | $68,695 | |
| 3 | SO |
Southern Co
|
635 | $60,768 | |
| 4 | D |
Dominion Energy, Inc
|
851 | $58,107 | |
| 5 | EIX |
Edison International
|
650 | $48,392 | |
| 6 | PPL |
PPL Corp
|
750 | $27,262 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
234 | $25,038 | |
| 8 | NEE |
Nextera Energy Inc
This page
|
32 | $2,808 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,808 | 32 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,979,662 | 53,614 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,090,651 | 26,042 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,440,273 | 19,079 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,646,087 | 23,712 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,617,638 | 22,819 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,708,516 | 23,832 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,509,198 | 17,854 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,492,179 | 21,073 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $1,637,125 | 26,953 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,246,916 | 21,765 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,499,062 | 20,203 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,290,010 | 16,736 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $228,886 | 2,702 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $241,148 | 2,583 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $219,620 | 2,797 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $221,598 | 3,024 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $288,309 | 3,737 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||