Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$589,638
-$13,989 QoQ
Shares Held
6,718
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,931
of 3,000 holders
Holding Since
Jun 2022
11 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, 2026FSM Wealth Advisors, LLC holds $2,644,053 across 7 Utilities - Regulated Electric names. NEE ranks #2 (22.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
16,864 | $801,714 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,718 | $589,638 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,885 | $336,881 | |
| 4 | SO |
Southern Co
|
2,573 | $246,261 | |
| 5 | EXC |
Exelon Corp
|
4,955 | $231,002 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,654 | $226,283 | |
| 7 | DUK |
Duke Energy CORP
|
1,677 | $212,274 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,638 | 6,718 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $603,627 | 6,499 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $494,203 | 6,156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $458,148 | 6,069 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $230,266 | 3,317 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $430,362 | 7,512 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $576,014 | 7,763 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $510,886 | 6,628 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $333,564 | 3,990 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $321,481 | 4,100 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $302,326 | 3,903 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||