Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,947,325
-$504,461 QoQ
Shares Held
113,334
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#576
of 3,000 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. NEE ranks #1 (35.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
113,334 | $9,947,325 | |
| 2 | SO |
Southern Co
|
74,037 | $7,086,081 | |
| 3 | DUK |
Duke Energy CORP
|
27,047 | $3,423,609 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,620 | $2,273,782 | |
| 5 | ETR |
Entergy Corp /De/
|
11,584 | $1,330,538 | |
| 6 | D |
Dominion Energy, Inc
|
13,752 | $939,124 | |
| 7 | ED |
Consolidated Edison Inc
|
5,172 | $572,178 | |
| 8 | NGG |
National Grid PLC
|
6,122 | $507,330 |
All Filings in NEE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,947,325 | 113,334 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,451,786 | 112,530 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $9,068,509 | 112,961 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,895,785 | 91,347 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,806,844 | 83,648 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,027,776 | 85,030 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $6,543,648 | 91,277 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $9,579,869 | 113,331 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,488,653 | 105,757 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,683,260 | 73,279 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,022,796 | 99,157 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,554,612 | 79,501 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,746,122 | 77,441 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||