Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$624,132
-$21,848 QoQ
Shares Held
7,111
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,882
of 2,993 holders
Holding Since
Dec 2022
15 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, 2026Phillips Wealth Planners LLC holds $4,436,869 across 10 Utilities - Regulated Electric names. NEE ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,219 | $1,293,521 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
7,111 | $624,132 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
5,100 | $595,527 | |
| 4 | CMS |
Cms Energy Corp
|
4,636 | $354,654 | |
| 5 | IDA |
Idacorp Inc
|
2,343 | $354,495 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
3,952 | $283,042 | |
| 7 | FE |
Firstenergy Corp
|
5,832 | $277,253 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,193 | $228,699 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,132 | 7,111 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $645,980 | 6,955 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $562,281 | 7,004 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $553,492 | 7,332 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $563,135 | 8,112 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $561,448 | 7,920 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $563,268 | 7,857 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $666,265 | 7,882 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $666,959 | 9,419 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $551,671 | 8,632 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $418,255 | 6,886 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $521,224 | 9,098 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $671,584 | 9,051 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $676,839 | 8,781 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $714,278 | 8,544 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||