Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,025,695
-$191,203 QoQ
Shares Held
34,473
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#997
of 3,000 holders
Holding Since
Sep 2021
20 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, 2026CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. NEE ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
34,473 | $3,025,695 | |
| 2 | DUK |
Duke Energy CORP
|
10,565 | $1,337,317 | |
| 3 | SO |
Southern Co
|
13,138 | $1,257,437 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,312 | $1,137,164 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
13,563 | $1,100,773 | |
| 6 | ETR |
Entergy Corp /De/
|
4,947 | $568,212 | |
| 7 | XEL |
Xcel Energy Inc
|
5,375 | $431,612 | |
| 8 | ED |
Consolidated Edison Inc
|
3,617 | $400,148 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,025,695 | 34,473 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,216,898 | 34,635 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,788,927 | 34,740 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,527,631 | 33,483 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,258,163 | 32,529 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,092,318 | 29,515 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,149,194 | 29,979 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,584,927 | 30,580 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,170,680 | 30,655 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,933,469 | 30,253 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,758,605 | 28,953 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,478,425 | 25,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,880,228 | 25,340 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $801,246 | 10,395 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $913,246 | 10,924 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,000 | 1,006,941 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,076,694 | 13,900 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $18,000 | 1,539,774 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $1,732,201 | 18,554 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,402,602 | 17,863 | Shares | Sole | 2021-11-19 | |
| No filing history on record for this holder in this stock. | ||||||