Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,054,381
-$41,138 QoQ
Shares Held
12,013
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,571
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, 2026Athena Wealth Management, LLC holds $1,829,546 across 2 Utilities - Regulated Electric names. NEE ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,013 | $1,054,381 | |
| 2 | AEP |
American Electric Power Co Inc
|
5,666 | $775,165 |
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,381 | 12,013 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,095,519 | 11,795 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $658,777 | 8,206 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||