Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,352,535
-$51,160 QoQ
Shares Held
15,410
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,432
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. NEE ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,352,535 | 15,410 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,403,695 | 15,113 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,251,886 | 15,594 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,159,375 | 15,358 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,118,495 | 16,112 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,131,191 | 15,957 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,133,777 | 15,815 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,346,309 | 15,927 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,111,929 | 15,703 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,001,789 | 15,675 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $965,583 | 15,897 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $975,018 | 17,019 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,308,813 | 17,639 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $1,367,013 | 17,735 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $1,509,398 | 18,055 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $1,448,075 | 18,468 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $1,527,278 | 19,717 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $1,669,972 | 19,714 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $1,641,455 | 17,582 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $1,374,571 | 17,506 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $1,349,451 | 18,415 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $1,506,982 | 19,931 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $1,644,529 | 21,316 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $1,594,582 | 5,745 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $1,413,400 | 5,885 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $1,381,640 | 5,742 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||