Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,855,808
-$93,371 QoQ
Shares Held
21,144
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,237
of 2,993 holders
Holding Since
Dec 2021
18 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, 2026CoreCap Advisors, LLC holds $32,044,733 across 29 Utilities - Regulated Electric names. NEE ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
54,003 | $7,388,150 | |
| 2 | EIX |
Edison International
|
80,959 | $6,027,397 | |
| 3 | FE |
Firstenergy Corp
|
120,491 | $5,728,142 | |
| 4 | DTE |
Dte Energy Co
|
32,311 | $4,923,227 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
21,144 | $1,855,808 | |
| 6 | D |
Dominion Energy, Inc
|
18,791 | $1,283,237 | |
| 7 | SO |
Southern Co
|
12,554 | $1,201,543 | |
| 8 | DUK |
Duke Energy CORP
|
8,994 | $1,138,460 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,855,808 | 21,144 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,949,179 | 20,986 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,654,651 | 20,611 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,546,865 | 20,491 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,439,076 | 20,730 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,458,065 | 20,568 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,789,310 | 24,959 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,891,358 | 22,375 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,519,228 | 21,455 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,365,564 | 21,367 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $1,016,180 | 16,730 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $963,216 | 16,813 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,287,889 | 17,357 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $1,946,040 | 23,278 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,445,958 | 18,441 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $1,377,781 | 17,787 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,695,216 | 20,012 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,933,952 | 20,715 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||