Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$540,136
+$234,097 QoQ
Shares Held
6,154
+86.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,000
of 3,000 holders
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $2,335,464 across 2 Utilities - Regulated Electric names. NEE ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,758 | $1,795,328 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
6,154 | $540,136 |
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,136 | 6,154 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $306,039 | 3,295 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $264,040 | 3,289 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $263,384 | 3,489 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||