Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,443,613
-$973,436 QoQ
Shares Held
107,595
-4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#598
of 2,993 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NewEdge Wealth, LLC holds $27,619,902 across 17 Utilities - Regulated Electric names. NEE ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
107,595 | $9,443,613 | |
| 2 | D |
Dominion Energy, Inc
|
79,128 | $5,403,651 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
14,571 | $1,701,455 | |
| 4 | PPL |
PPL Corp
|
37,139 | $1,350,002 | |
| 5 | SO |
Southern Co
|
13,889 | $1,329,316 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,175 | $1,255,231 | |
| 7 | ETR |
Entergy Corp /De/
|
9,666 | $1,110,236 | |
| 8 | NGG |
National Grid PLC
|
12,525 | $1,037,946 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,443,613 | 107,595 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,417,049 | 112,156 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,183,598 | 126,851 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,009,489 | 106,100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,750,053 | 97,235 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,320,339 | 89,157 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,345,289 | 116,408 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,777,923 | 115,674 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,436,883 | 62,659 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,974,371 | 62,187 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,719,839 | 61,242 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,452,524 | 60,264 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,044,345 | 54,506 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,166,831 | 41,085 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,470,988 | 41,519 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,987,734 | 38,104 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,798,474 | 36,128 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,226,261 | 14,476 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $808,124 | 8,656 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $536,684 | 6,835 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,924,070 | 53,549 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,314,382 | 57,061 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,177,926 | 15,268 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||