Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,203,393
+$879,683 QoQ
Shares Held
47,891
+33.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#860
of 3,000 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. NEE ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,203,393 | 47,891 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,323,710 | 35,785 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,110,528 | 38,746 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,730,004 | 22,917 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,256,779 | 18,104 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,103,306 | 29,670 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,039,154 | 42,393 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,550,861 | 30,177 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,039,568 | 57,048 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,565,986 | 55,797 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,172,767 | 19,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,337,489 | 40,801 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,341,461 | 18,079 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,101,236 | 40,234 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $4,306,319 | 51,511 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,354,301 | 42,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,266,255 | 42,167 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,472,178 | 40,989 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,731,785 | 39,972 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||