Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$234,521
-$7,802 QoQ
Shares Held
2,672
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,609
of 2,997 holders
Holding Since
Mar 2026
2 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, 2026ADAMSBROWN WEALTH CONSULTANTS LLC holds $1,314,290 across 2 Utilities - Regulated Electric names. NEE ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
12,493 | $1,079,769 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,672 | $234,521 |
All Filings in NEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,521 | 2,672 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $242,323 | 2,609 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||