Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,671,013
-$1,078,086 QoQ
Shares Held
30,432
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,040
of 2,997 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, 2026Ascent Group, LLC holds $40,870,391 across 22 Utilities - Regulated Electric names. NEE ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
32,913 | $4,502,824 | |
| 2 | D |
Dominion Energy, Inc
|
45,689 | $3,120,098 | |
| 3 | EIX |
Edison International
|
39,859 | $2,967,500 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
24,497 | $2,860,511 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
30,432 | $2,671,013 | |
| 6 | EXC |
Exelon Corp
|
54,024 | $2,518,597 | |
| 7 | FE |
Firstenergy Corp
|
49,162 | $2,337,159 | |
| 8 | PPL |
PPL Corp
|
60,603 | $2,202,917 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,671,013 | 30,432 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $3,749,099 | 40,365 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,418,770 | 55,042 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $4,243,515 | 56,213 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,676,065 | 52,954 | Shares | Other | 2025-07-21 | |
| 2025-03-31 | $3,800,977 | 53,618 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $3,846,311 | 53,652 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $4,340,953 | 51,354 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,534,006 | 35,786 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,991,819 | 31,166 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,886,462 | 31,058 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,902,486 | 33,208 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,269,764 | 57,544 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,800,968 | 49,312 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,604,330 | 43,114 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $3,254,250 | 41,503 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,860,287 | 36,926 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,823,638 | 33,333 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,021,503 | 32,364 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||