Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,227,024
-$163,110 QoQ
Shares Held
13,980
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,485
of 2,993 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. NEE ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
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|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in NEE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,024 | 13,980 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,390,134 | 14,967 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,308,965 | 16,305 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,264,683 | 16,753 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $969,242 | 13,962 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $927,453 | 13,083 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $977,564 | 13,636 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,208,863 | 14,301 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $912,386 | 12,885 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $836,262 | 13,085 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,019,763 | 16,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $852,876 | 14,887 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,072,190 | 14,450 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $3,510,300 | 45,541 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $2,869,402 | 34,323 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $2,447,803 | 31,218 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $1,907,297 | 24,623 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $1,816,944 | 21,449 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $780,209 | 8,357 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $671,895 | 8,557 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $592,248 | 8,082 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||