Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$378,025
+$32,883 QoQ
Shares Held
4,307
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#2,275
of 2,993 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, 2026Ankerstar Wealth, LLC holds $684,706 across 13 Utilities - Regulated Electric names. NEE ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,307 | $378,025 | |
| 2 | D |
Dominion Energy, Inc
|
2,110 | $144,091 | |
| 3 | SO |
Southern Co
|
517 | $49,482 | |
| 4 | XEL |
Xcel Energy Inc
|
533 | $42,799 | |
| 5 | DUK |
Duke Energy CORP
|
168 | $21,265 | |
| 6 | AEP |
American Electric Power Co Inc
|
146 | $19,974 | |
| 7 | IDA |
Idacorp Inc
|
100 | $15,130 | |
| 8 | ES |
Eversource Energy
|
99 | $7,154 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,025 | 4,307 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $345,142 | 3,716 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $202,145 | 2,518 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||