Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$858,917
-$18,241 QoQ
Shares Held
9,786
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,691
of 3,000 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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. NEE ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in NEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858,917 | 9,786 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $877,158 | 9,444 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $583,555 | 7,269 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $583,009 | 7,723 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $679,552 | 9,789 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $667,642 | 9,418 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $652,522 | 9,102 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $749,781 | 8,870 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $623,198 | 8,801 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $606,122 | 9,484 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $582,071 | 9,583 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $510,740 | 8,915 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $668,838 | 9,014 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $605,386 | 7,854 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $678,330 | 8,114 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $218,450 | 2,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $612,863 | 7,912 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $696,146 | 8,218 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $726,060 | 7,777 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $596,516 | 7,597 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $558,540 | 7,622 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||