Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$188,562,873
-$7,272,749 QoQ
Shares Held
2,148,375
+1.9% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#95
of 3,000 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empower Advisory Group, LLC holds $1,131,698,777 across 14 Utilities - Regulated Electric names. NEE ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,148,375 | $188,562,873 | |
| 2 | DUK |
Duke Energy CORP
|
1,406,743 | $178,065,528 | |
| 3 | SO |
Southern Co
|
1,634,931 | $156,479,246 | |
| 4 | AEP |
American Electric Power Co Inc
|
883,476 | $120,868,351 | |
| 5 | PPL |
PPL Corp
|
2,727,832 | $99,156,693 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
901,686 | $96,480,402 | |
| 7 | ES |
Eversource Energy
|
1,301,909 | $94,088,963 | |
| 8 | EVRG |
Evergy, Inc.
|
1,082,040 | $93,520,717 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,562,873 | 2,148,375 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $195,835,622 | 2,108,480 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $165,999,853 | 2,067,761 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $155,049,288 | 2,053,905 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $138,823,686 | 1,999,765 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $136,308,142 | 1,922,812 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $130,714,312 | 1,823,327 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $150,632,375 | 1,781,999 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $123,894,486 | 1,749,675 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $108,871,835 | 1,703,518 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $85,432,632 | 1,406,530 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $66,618,931 | 1,162,837 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $94,742,195 | 1,276,849 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $96,666,490 | 1,254,106 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||