Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,025,994
-$12,722 QoQ
Shares Held
23,083
+5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,178
of 2,999 holders
Holding Since
Dec 2022
15 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $5,717,533 across 8 Utilities - Regulated Electric names. NEE ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
23,083 | $2,025,994 | |
| 2 | DUK |
Duke Energy CORP
|
10,289 | $1,302,381 | |
| 3 | D |
Dominion Energy, Inc
|
12,791 | $873,496 | |
| 4 | SO |
Southern Co
|
6,353 | $608,045 | |
| 5 | CNP |
Centerpoint Energy Inc
|
7,436 | $327,481 | |
| 6 | DTE |
Dte Energy Co
|
2,007 | $305,806 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,743 | $203,530 | |
| 8 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,025,994 | 23,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,038,716 | 21,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,871,407 | 23,311 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,483,680 | 19,654 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,436,022 | 20,686 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,297,287 | 18,300 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,170,339 | 16,325 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,092,962 | 24,760 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,039,752 | 28,806 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,738,415 | 27,201 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,585,556 | 26,104 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,145,227 | 19,990 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,160,710 | 15,643 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $416,154 | 5,399 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $457,877 | 5,477 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||