Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$412,870
New position
Shares Held
4,704
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,210
of 2,993 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Guardian Asset Advisors, LLC holds $652,634 across 2 Utilities - Regulated Electric names. NEE ranks #1 (63.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,704 | $412,870 | |
| 2 | PPL |
PPL Corp
|
6,596 | $239,764 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,870 | 4,704 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||