Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$511,172
-$39,977 QoQ
Shares Held
5,824
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,044
of 3,000 holders
Holding Since
Jun 2024
9 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, 2026Invera Wealth Advisors, LLC holds $884,237 across 2 Utilities - Regulated Electric names. NEE ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,824 | $511,172 | |
| 2 | ETR |
Entergy Corp /De/
|
3,248 | $373,065 |
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,172 | 5,824 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $551,149 | 5,934 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $395,459 | 4,926 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $368,466 | 4,881 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $339,186 | 4,886 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $346,084 | 4,882 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $345,474 | 4,819 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $398,305 | 4,712 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $250,667 | 3,540 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||