Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$260,238
+$3,425 QoQ
Shares Held
2,965
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#2,517
of 3,000 holders
Holding Since
Sep 2024
6 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $965,494 across 2 Utilities - Regulated Electric names. NEE ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
6,239 | $705,256 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,965 | $260,238 |
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,238 | 2,965 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $256,813 | 2,765 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $229,520 | 2,859 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $208,654 | 2,764 | Shares | Sole | 2025-10-28 | |
| 2024-12-31 | $207,184 | 2,890 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $233,556 | 2,763 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||