Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$840,309
-$57,376 QoQ
Shares Held
9,574
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,701
of 2,988 holders
Holding Since
Dec 2020
23 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, 2026Legacy Wealth Asset Management, LLC holds $5,057,173 across 7 Utilities - Regulated Electric names. NEE ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
12,466 | $851,303 | |
| 2 | DUK |
Duke Energy CORP
|
6,640 | $840,491 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
9,574 | $840,309 | |
| 4 | SO |
Southern Co
|
8,742 | $836,696 | |
| 5 | NGG |
National Grid PLC
|
9,772 | $809,805 | |
| 6 | XEL |
Xcel Energy Inc
|
8,318 | $667,935 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
2,941 | $210,634 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,309 | 9,574 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $897,685 | 9,665 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $772,534 | 9,623 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $722,816 | 9,575 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $673,443 | 9,701 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $685,010 | 9,663 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $683,205 | 9,530 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $814,108 | 9,631 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $682,041 | 9,632 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $559,532 | 8,755 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $511,855 | 8,427 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $487,938 | 8,517 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $628,993 | 8,477 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $688,324 | 8,930 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $747,384 | 8,940 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $698,005 | 8,902 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $939,512 | 12,129 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,012,115 | 11,948 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,070,372 | 11,465 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $877,146 | 11,171 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $815,240 | 11,125 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $821,805 | 10,869 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $827,896 | 10,731 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||