Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,400,158
-$106,673 QoQ
Shares Held
27,346
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,092
of 2,988 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Herold Advisors, Inc. holds $7,734,727 across 7 Utilities - Regulated Electric names. NEE ranks #1 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
27,346 | $2,400,158 | |
| 2 | ED |
Consolidated Edison Inc
|
17,334 | $1,917,660 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
16,078 | $1,304,890 | |
| 4 | NGG |
National Grid PLC
|
14,125 | $1,170,538 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,678 | $366,377 | |
| 6 | DUK |
Duke Energy CORP
|
2,373 | $300,374 | |
| 7 | D |
Dominion Energy, Inc
|
4,023 | $274,730 |
All Filings in NEE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,400,158 | 27,346 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,506,831 | 26,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,902,796 | 23,702 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,781,186 | 23,595 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,576,042 | 22,703 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,948,411 | 27,485 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,651,020 | 23,030 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,930,749 | 22,841 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,631,533 | 23,041 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,472,550 | 23,041 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,371,387 | 22,578 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,281,978 | 22,377 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,552,412 | 20,922 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,566,651 | 20,325 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,816,210 | 21,725 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,703,378 | 21,724 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,682,663 | 21,723 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,840,070 | 21,722 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,027,965 | 21,722 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,705,532 | 21,721 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||