Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$280,864
-$14,680 QoQ
Shares Held
3,200
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,456
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026Intellus Advisors LLC holds $623,314 across 2 Utilities - Regulated Electric names. NEE ranks #2 (45.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,578 | $342,450 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,200 | $280,864 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,864 | 3,200 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $295,544 | 3,182 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $259,384 | 3,231 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $255,382 | 3,383 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $209,995 | 3,025 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $214,442 | 3,025 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $216,503 | 3,020 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||