Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$11,770,746
+$10,437,268 QoQ
Shares Held
134,109
+834.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#523
of 2,993 holders
Holding Since
Dec 2020
23 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, 2026Mayflower Financial Advisors, LLC holds $61,627,385 across 6 Utilities - Regulated Electric names. NEE ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
290,804 | $36,809,970 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
134,109 | $11,770,746 | |
| 3 | SO |
Southern Co
|
103,571 | $9,912,780 | |
| 4 | ED |
Consolidated Edison Inc
|
19,340 | $2,139,584 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,373 | $598,270 | |
| 6 | NGG |
National Grid PLC
|
4,779 | $396,035 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,770,746 | 134,109 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,333,478 | 14,357 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,121,672 | 13,972 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,036,175 | 13,726 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $973,962 | 14,030 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $996,075 | 14,051 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $992,834 | 13,849 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,163,386 | 13,763 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $979,019 | 13,826 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $945,676 | 14,797 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,180,463 | 134,680 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,865,458 | 137,292 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $9,961,572 | 134,253 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $10,334,963 | 134,081 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $11,259,164 | 134,679 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $10,620,556 | 135,449 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $10,242,613 | 132,231 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,201,542 | 132,234 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $12,475,416 | 133,627 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,365,896 | 132,016 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,644,160 | 131,607 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $9,910,807 | 131,078 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $10,062,288 | 130,425 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||