Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,790,420
-$55,198 QoQ
Shares Held
20,399
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,272
of 2,997 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $23,639,559 across 6 Utilities - Regulated Electric names. NEE ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,552 | $7,411,512 | |
| 2 | SO |
Southern Co
|
45,111 | $4,317,573 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,787 | $4,075,159 | |
| 4 | EVRG |
Evergy, Inc.
|
43,727 | $3,779,324 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
19,402 | $2,265,571 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
20,399 | $1,790,420 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,420 | 20,399 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,845,618 | 19,871 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,518,094 | 18,910 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,369,086 | 18,136 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,129,810 | 16,275 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $1,063,704 | 15,005 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $923,438 | 12,881 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,060,936 | 12,551 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $832,344 | 11,755 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $654,694 | 10,244 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $586,080 | 9,649 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $534,384 | 9,328 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $709,660 | 9,207 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $766,347 | 9,167 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||