Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$9,567,281
-$1,028,283 QoQ
Shares Held
109,004
-4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#592
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, 2026Ashton Thomas Private Wealth, LLC holds $33,646,243 across 16 Utilities - Regulated Electric names. NEE ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
109,004 | $9,567,281 | |
| 2 | DUK |
Duke Energy CORP
|
51,199 | $6,480,769 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
44,675 | $5,216,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,178 | $5,086,322 | |
| 5 | SO |
Southern Co
|
21,848 | $2,091,072 | |
| 6 | XEL |
Xcel Energy Inc
|
19,237 | $1,544,731 | |
| 7 | LNT |
Alliant Energy Corp
|
7,173 | $547,228 | |
| 8 | AEE |
Ameren Corp
|
4,827 | $545,644 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,567,281 | 109,004 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,595,564 | 114,078 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,482,593 | 118,119 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $8,605,482 | 113,995 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,261,892 | 90,203 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,154,598 | 86,819 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,702,365 | 79,542 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,543,889 | 77,415 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,713,326 | 66,563 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,687,031 | 57,691 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,035,663 | 49,978 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $2,548,545 | 44,485 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $2,708,300 | 36,500 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $2,105,440 | 27,315 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $2,128,205 | 25,457 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $1,949,899 | 24,868 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $2,045,563 | 26,408 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $3,391,449 | 40,036 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $2,083,608 | 22,318 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $1,225,226 | 15,604 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $1,006,793 | 13,739 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $899,078 | 11,891 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $781,143 | 10,125 | Shares | Sole | 2024-04-22 | |
| 2020-09-30 | $680,299 | 2,451 | Shares | Sole | 2024-04-22 | |
| 2020-06-30 | $525,011 | 2,186 | Shares | Sole | 2024-04-22 | |
| 2020-03-31 | $396,541 | 1,648 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||