Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,136,899
-$665,236 QoQ
Shares Held
35,740
-12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#974
of 2,993 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. NEE ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
|
3,609 | $456,827 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,136,899 | 35,740 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,802,135 | 40,936 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,793,984 | 34,803 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,732,134 | 36,192 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,863,276 | 98,866 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,622,512 | 149,845 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,453,767 | 159,768 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,181,946 | 155,944 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,107,439 | 128,618 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,896,718 | 139,207 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,623,985 | 141,982 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,374,368 | 128,720 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $12,099,422 | 163,065 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $15,955,560 | 207,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $14,176,720 | 169,578 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $13,190,757 | 168,228 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $17,987,064 | 232,211 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $25,638,921 | 302,667 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $32,046,100 | 343,253 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $26,574,936 | 338,448 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $24,835,984 | 338,919 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $26,220,716 | 346,789 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||