Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,997,835
-$370,868 QoQ
Shares Held
45,549
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#877
of 2,993 holders
Holding Since
Mar 2024
10 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, 2026Savvy Advisors, Inc. holds $21,331,747 across 21 Utilities - Regulated Electric names. NEE ranks #1 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
45,549 | $3,997,835 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,606 | $2,135,056 | |
| 3 | XEL |
Xcel Energy Inc
|
26,580 | $2,134,374 | |
| 4 | DUK |
Duke Energy CORP
|
16,732 | $2,117,936 | |
| 5 | SO |
Southern Co
|
17,514 | $1,676,264 | |
| 6 | D |
Dominion Energy, Inc
|
16,426 | $1,121,731 | |
| 7 | OGE |
Oge Energy Corp.
|
21,573 | $1,049,742 | |
| 8 | EXC |
Exelon Corp
|
19,145 | $892,539 |
All Filings in NEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,997,835 | 45,549 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,368,703 | 47,036 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,999,421 | 37,362 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,189,873 | 15,762 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,069,484 | 15,406 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $986,717 | 13,919 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $860,996 | 12,010 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $820,617 | 9,708 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $703,143 | 9,930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $383,076 | 5,994 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||