Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,728,238
-$775,950 QoQ
Shares Held
224,772
+1.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#405
of 2,993 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. NEE ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,728,238 | 224,772 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $20,504,188 | 220,760 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,719,722 | 220,724 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $16,685,479 | 221,029 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,116,834 | 203,354 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $14,876,408 | 209,852 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,217,839 | 170,426 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $13,968,751 | 165,252 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,198,955 | 158,155 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,680,639 | 135,826 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,924,687 | 130,469 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $7,582,617 | 132,355 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $9,917,052 | 133,653 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $9,694,582 | 125,773 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $10,266,581 | 122,806 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $8,881,343 | 113,268 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $8,069,472 | 104,176 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $7,693,955 | 90,827 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,384,869 | 79,101 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||