Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,253
-$121 QoQ
Shares Held
151
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,928
of 2,993 holders
Holding Since
Dec 2023
11 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, 2026American Capital Advisory, LLC holds $343,965 across 28 Utilities - Regulated Electric names. NEE ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
2,435 | $166,286 | |
| 2 | SO |
Southern Co
|
1,009 | $96,571 | |
| 3 | DUK |
Duke Energy CORP
|
206 | $26,075 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
151 | $13,253 | |
| 5 | EXC |
Exelon Corp
|
141 | $6,573 | |
| 6 | AEP |
American Electric Power Co Inc
|
33 | $4,514 | |
| 7 | ETR |
Entergy Corp /De/
|
27 | $3,101 | |
| 8 | XEL |
Xcel Energy Inc
|
36 | $2,890 |
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,253 | 151 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,374 | 144 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,151 | 114 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,624 | 101 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $21,450 | 309 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,203 | 285 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $19,141 | 267 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $22,569 | 267 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $19,472 | 275 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $30,676 | 480 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $16,703 | 275 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||