Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$618,427
+$106,321 QoQ
Shares Held
7,046
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,895
of 3,000 holders
Holding Since
Mar 2023
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, 2026Worth Financial Advisory Group, LLC holds $1,066,158 across 2 Utilities - Regulated Electric names. NEE ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
7,046 | $618,427 | |
| 2 | SO |
Southern Co
|
4,678 | $447,731 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,427 | 7,046 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $512,106 | 6,379 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $478,380 | 6,337 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $319,540 | 4,603 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $319,784 | 4,511 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $201,012 | 2,378 | Shares | Sole | 2024-10-25 | |
| 2024-03-31 | $337,253 | 5,277 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $389,404 | 6,411 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $413,003 | 7,209 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $646,875 | 8,718 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $649,090 | 8,421 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||