Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$278,933
-$14,474 QoQ
Shares Held
3,178
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,463
of 3,000 holders
Holding Since
Dec 2023
6 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, 2026Consilium Wealth Advisory, LLC holds $529,501 across 2 Utilities - Regulated Electric names. NEE ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,178 | $278,933 | |
| 2 | SO |
Southern Co
|
2,618 | $250,568 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,933 | 3,178 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $293,407 | 3,159 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $221,572 | 2,760 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $206,918 | 2,741 | Shares | Sole | 2025-10-20 | |
| 2024-09-30 | $224,596 | 2,657 | Shares | Sole | 2024-10-30 | |
| 2023-12-31 | $651,861 | 10,732 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||