Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$989,870
-$25,215 QoQ
Shares Held
11,278
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,620
of 3,000 holders
Holding Since
Sep 2021
20 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, 2026ARS Wealth Advisors Group, LLC holds $32,804,068 across 8 Utilities - Regulated Electric names. NEE ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
147,127 | $18,623,335 | |
| 2 | SO |
Southern Co
|
110,226 | $10,549,730 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,394 | $1,148,383 | |
| 4 | NEE |
Nextera Energy Inc
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|
11,278 | $989,870 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,675 | $662,669 | |
| 6 | EIX |
Edison International
|
4,465 | $332,419 | |
| 7 | XEL |
Xcel Energy Inc
|
3,278 | $263,223 | |
| 8 | D |
Dominion Energy, Inc
|
3,433 | $234,439 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $989,870 | 11,278 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,015,085 | 10,929 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $958,623 | 11,941 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $829,257 | 10,985 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $769,728 | 11,088 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $685,080 | 9,664 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $736,112 | 10,268 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $864,572 | 10,228 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $548,281 | 7,743 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $515,945 | 8,073 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $639,409 | 10,527 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $599,711 | 10,468 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $731,612 | 9,860 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $805,177 | 10,446 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $765,608 | 9,158 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $739,327 | 9,429 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $722,391 | 9,326 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $681,322 | 8,043 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $754,722 | 8,084 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $642,293 | 8,180 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||