Position in NEE
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,174,874
+$483,859 QoQ
Shares Held
23,416
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 66%
None 34%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $14,160,438 across 24 Utilities - Regulated Electric names. NEE ranks #1 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
23,416 | $2,174,874 | |
| 2 | DUK |
Duke Energy CORP
|
11,566 | $1,514,450 | |
| 3 | ED |
Consolidated Edison Inc
|
8,765 | $992,020 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,527 | $855,557 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,262 | $724,949 | |
| 6 | IDA |
Idacorp Inc
|
5,068 | $724,570 | |
| 7 | SO |
Southern Co
|
7,251 | $699,865 | |
| 8 | FE |
Firstenergy Corp
|
11,346 | $574,785 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,174,874 | 23,416 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,691,015 | 21,064 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,517,345 | 20,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,409,013 | 20,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,078,304 | 15,211 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,129,904 | 15,761 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,429,740 | 16,914 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $460,051 | 6,497 | Shares | Sole | 2024-08-14 | |
| 2023-06-30 | $206,127 | 2,778 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $362,198 | 4,699 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $441,740 | 5,284 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $385,540 | 4,917 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $406,015 | 4,793 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $383,709 | 4,110 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||