Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$198,623
-$3,576 QoQ
Shares Held
2,263
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,736
of 2,993 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,034,619 across 30 Utilities - Regulated Electric names. NEE ranks #2 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,934 | $244,805 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,263 | $198,623 | |
| 3 | ED |
Consolidated Edison Inc
|
1,072 | $118,595 | |
| 4 | AEE |
Ameren Corp
|
854 | $96,536 | |
| 5 | XEL |
Xcel Energy Inc
|
572 | $45,931 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
344 | $27,919 | |
| 7 | EXC |
Exelon Corp
|
594 | $27,692 | |
| 8 | PPL |
PPL Corp
|
737 | $26,789 |
All Filings in NEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,623 | 2,263 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $202,199 | 2,177 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $169,390 | 2,110 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $155,886 | 2,065 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $138,840 | 2,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $141,780 | 2,000 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $143,380 | 2,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $169,060 | 2,000 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $141,620 | 2,000 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $127,820 | 2,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $121,480 | 2,000 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $114,580 | 2,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $148,400 | 2,000 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $154,160 | 2,000 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||