Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$215,212
-$2,684 QoQ
Shares Held
2,452
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,677
of 2,997 holders
Holding Since
Dec 2022
10 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, 2026Olistico Wealth, LLC holds $3,637,782 across 11 Utilities - Regulated Electric names. NEE ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
40,238 | $3,069,757 | |
| 2 | NEE |
Nextera Energy Inc
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|
2,452 | $215,212 | |
| 3 | AEP |
American Electric Power Co Inc
|
802 | $109,721 | |
| 4 | SO |
Southern Co
|
722 | $69,102 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,058 | $46,594 | |
| 6 | FE |
Firstenergy Corp
|
700 | $33,278 | |
| 7 | DUK |
Duke Energy CORP
|
260 | $32,910 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
245 | $28,608 |
All Filings in NEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,212 | 2,452 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $217,896 | 2,346 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $188,336 | 2,346 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $162,026 | 2,334 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $21,905 | 309 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $22,152 | 309 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $38,123 | 451 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $121,509 | 1,716 | Shares | Sole | 2024-07-09 | |
| 2023-06-30 | $214,809 | 2,895 | Shares | Sole | 2023-07-25 | |
| 2022-12-31 | $672,980 | 8,050 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||