Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,813,591
-$170,697 QoQ
Shares Held
20,663
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,263
of 3,000 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, 2026SOA Wealth Advisors, LLC. holds $6,515,600 across 15 Utilities - Regulated Electric names. NEE ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
23,519 | $1,949,019 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
20,663 | $1,813,591 | |
| 3 | ED |
Consolidated Edison Inc
|
13,956 | $1,543,952 | |
| 4 | ETR |
Entergy Corp /De/
|
6,216 | $713,969 | |
| 5 | DTE |
Dte Energy Co
|
991 | $150,998 | |
| 6 | AEP |
American Electric Power Co Inc
|
540 | $73,877 | |
| 7 | D |
Dominion Energy, Inc
|
1,004 | $68,563 | |
| 8 | XEL |
Xcel Energy Inc
|
636 | $51,070 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,813,591 | 20,663 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,984,288 | 21,364 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,785,507 | 22,241 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,682,974 | 22,294 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,548,482 | 22,306 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,544,480 | 21,787 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,562,555 | 21,796 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,841,908 | 21,790 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,496,498 | 21,134 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,613,791 | 25,251 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,546,258 | 25,457 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,518,872 | 26,512 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,976,168 | 26,633 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,104,900 | 27,308 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,351,668 | 28,130 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $2,212,338 | 28,215 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,196,300 | 28,354 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,411,185 | 28,464 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,503,541 | 26,816 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $2,267,265 | 28,875 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,877,506 | 25,621 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,196,016 | 29,044 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,250,234 | 29,167 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||