Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,026,996
+$437,394 QoQ
Shares Held
11,701
+84.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,596
of 3,000 holders
Holding Since
Jun 2022
17 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, 2026Astoria Portfolio Advisors LLC. holds $2,603,370 across 6 Utilities - Regulated Electric names. NEE ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
11,701 | $1,026,996 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,134 | $365,957 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,525 | $345,445 | |
| 4 | SO |
Southern Co
|
3,274 | $313,354 | |
| 5 | EIX |
Edison International
|
4,046 | $301,224 | |
| 6 | ETR |
Entergy Corp /De/
|
2,180 | $250,394 |
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,996 | 11,701 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $589,602 | 6,348 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $550,560 | 6,858 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $446,296 | 5,912 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,106,763 | 15,943 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $500,483 | 7,060 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $322,461 | 4,498 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $381,652 | 4,515 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $320,840 | 4,531 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $301,527 | 4,718 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $274,423 | 4,518 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $653,048 | 11,399 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $811,673 | 10,939 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $803,173 | 10,420 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $510,545 | 6,107 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $422,551 | 5,389 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $427,811 | 5,523 | Shares | Sole | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||