Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,084,047
-$60,141 QoQ
Shares Held
12,351
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,549
of 2,988 holders
Holding Since
Dec 2021
19 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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. NEE ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
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|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,252 | $308,096 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,047 | 12,351 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,144,188 | 12,319 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $988,728 | 12,316 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $929,583 | 12,314 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $854,490 | 12,309 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $854,862 | 12,059 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $869,456 | 12,128 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,030,505 | 12,191 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $861,120 | 12,161 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $820,540 | 12,839 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $779,719 | 12,837 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $664,449 | 11,598 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $828,443 | 11,165 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $862,448 | 11,189 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $935,066 | 11,185 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $716,824 | 9,142 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $343,380 | 4,433 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $321,559 | 3,796 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $354,301 | 3,795 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||