Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,941,553
-$429,125 QoQ
Shares Held
79,088
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#692
of 2,997 holders
Holding Since
Mar 2023
14 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, 2026Fifth Third Wealth Advisors LLC holds $29,410,114 across 24 Utilities - Regulated Electric names. NEE ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
79,088 | $6,941,553 | |
| 2 | DUK |
Duke Energy CORP
|
38,670 | $4,894,848 | |
| 3 | SO |
Southern Co
|
38,052 | $3,641,956 | |
| 4 | D |
Dominion Energy, Inc
|
42,257 | $2,885,730 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,897 | $2,174,868 | |
| 6 | ETR |
Entergy Corp /De/
|
10,638 | $1,221,880 | |
| 7 | XEL |
Xcel Energy Inc
|
14,192 | $1,139,617 | |
| 8 | EXC |
Exelon Corp
|
23,906 | $1,114,497 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,941,553 | 79,088 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,370,678 | 79,357 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,860,841 | 73,005 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,524,282 | 73,179 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,915,769 | 70,812 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,940,678 | 69,695 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $4,420,835 | 61,666 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $4,509,337 | 53,346 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,345,276 | 47,243 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,849,427 | 28,938 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,425,992 | 23,477 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,374,960 | 24,000 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $908,356 | 12,242 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $455,851 | 5,914 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||