Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$628,573
-$60,781 QoQ
Shares Held
7,162
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,877
of 2,988 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $2,506,225 across 12 Utilities - Regulated Electric names. NEE ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
9,397 | $679,087 | |
| 2 | NEE |
Nextera Energy Inc
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|
7,162 | $628,573 | |
| 3 | ETR |
Entergy Corp /De/
|
2,991 | $343,522 | |
| 4 | AEE |
Ameren Corp
|
2,957 | $334,237 | |
| 5 | ED |
Consolidated Edison Inc
|
2,385 | $263,840 | |
| 6 | AEP |
American Electric Power Co Inc
|
600 | $82,086 | |
| 7 | SO |
Southern Co
|
600 | $57,426 | |
| 8 | EXC |
Exelon Corp
|
930 | $43,356 |
All Filings in NEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,573 | 7,162 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $689,354 | 7,422 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $237,620 | 2,960 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $242,992 | 3,219 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $116,687 | 1,681 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $467,063 | 6,589 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $354,632 | 4,947 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $44,716 | 529 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||