Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$236,891
-$38,219 QoQ
Shares Held
2,699
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,601
of 3,000 holders
Holding Since
Dec 2022
14 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, 2026Etesian Wealth Advisors, Inc. holds $1,280,199 across 2 Utilities - Regulated Electric names. NEE ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
22,379 | $1,043,308 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,699 | $236,891 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,891 | 2,699 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $275,110 | 2,962 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $220,850 | 2,751 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $239,001 | 3,166 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $227,975 | 3,284 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $242,443 | 3,420 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $245,179 | 3,420 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $285,288 | 3,375 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $251,729 | 3,555 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $227,200 | 3,555 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $215,930 | 3,555 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $249,312 | 3,360 | Shares | Sole | 2024-01-16 | |
| 2023-03-31 | $227,231 | 2,948 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $244,362 | 2,923 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||