Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$200,993
New position
Shares Held
2,290
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
6.18%
of 13F equity value
Holder Rank
#2,732
of 3,000 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealth Advisory Team LLC holds $644,991 across 2 Utilities - Regulated Electric names. NEE ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,639 | $443,998 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,290 | $200,993 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,993 | 2,290 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||