Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,786
New position
Shares Held
2,356
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,711
of 3,000 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Wealth Advisors, LLC holds $424,861 across 2 Utilities - Regulated Electric names. NEE ranks #2 (48.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,594 | $218,075 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,356 | $206,786 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,786 | 2,356 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||