Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,442,938
+$55,033 QoQ
Shares Held
16,440
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,396
of 2,988 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, 2026Cassaday & Co Wealth Management LLC holds $8,781,343 across 22 Utilities - Regulated Electric names. NEE ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
29,047 | $1,983,619 | |
| 2 | NEE |
Nextera Energy Inc
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|
16,440 | $1,442,938 | |
| 3 | DUK |
Duke Energy CORP
|
9,450 | $1,196,181 | |
| 4 | SO |
Southern Co
|
12,313 | $1,178,477 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,829 | $660,655 | |
| 6 | OGE |
Oge Energy Corp.
|
7,422 | $361,154 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,786 | $307,271 | |
| 8 | EXC |
Exelon Corp
|
6,167 | $287,505 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,938 | 16,440 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,387,905 | 14,943 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,314,504 | 16,374 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,141,484 | 15,121 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,090,657 | 15,711 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,134,807 | 16,008 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,071,048 | 14,940 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,174,882 | 13,899 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $994,455 | 14,044 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $895,059 | 14,005 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $763,744 | 12,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $719,791 | 12,564 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $932,248 | 12,564 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $970,283 | 12,588 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,060,800 | 12,689 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||