Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,971,205
+$452,036 QoQ
Shares Held
56,639
+16.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#794
of 3,000 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, 2026Confluence Wealth Services, Inc. holds $17,671,449 across 14 Utilities - Regulated Electric names. NEE ranks #1 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
56,639 | $4,971,205 | |
| 2 | SO |
Southern Co
|
23,814 | $2,279,237 | |
| 3 | DUK |
Duke Energy CORP
|
17,603 | $2,228,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,950 | $1,498,069 | |
| 5 | D |
Dominion Energy, Inc
|
18,843 | $1,286,788 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
7,948 | $928,087 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,699 | $868,330 | |
| 8 | ETR |
Entergy Corp /De/
|
7,332 | $842,153 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,971,205 | 56,639 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,519,169 | 48,656 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,257,601 | 40,578 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,901,684 | 38,438 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,640,112 | 38,031 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,662,557 | 37,559 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,534,954 | 21,411 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,738,528 | 20,567 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,338,875 | 18,908 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $662,235 | 10,362 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $558,322 | 9,192 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $576,050 | 10,055 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $730,795 | 9,849 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $656,952 | 8,523 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $692,793 | 8,287 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $649,783 | 8,287 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $850,510 | 10,980 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $404,998 | 4,781 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $444,580 | 4,762 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||