Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,165,382
-$567,048 QoQ
Shares Held
104,425
-0.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#610
of 3,000 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. NEE ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
|
8,067 | $1,229,168 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,165,382 | 104,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,732,430 | 104,785 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,271,858 | 115,494 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $8,013,565 | 106,154 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,463,344 | 107,510 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,654,985 | 107,984 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,801,162 | 108,818 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,128,310 | 107,989 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,382,629 | 118,382 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,953,470 | 202,683 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,638,307 | 175,145 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,144,120 | 124,701 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,795,236 | 91,580 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $8,506,086 | 110,354 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,128,367 | 109,191 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $6,279,778 | 80,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,990,136 | 77,332 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,268,794 | 74,003 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $7,248,003 | 77,635 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||