Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$222,935
-$12,980 QoQ
Shares Held
2,540
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#2,642
of 2,988 holders
Holding Since
Dec 2025
3 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, 2026Joel Adams & Associates, Inc. holds $500,018 across 2 Utilities - Regulated Electric names. NEE ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,189 | $277,083 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,540 | $222,935 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,935 | 2,540 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $235,915 | 2,540 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $203,911 | 2,540 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||