Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,648,898
-$142,517 QoQ
Shares Held
30,180
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,046
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026ROWLANDMILLER & PARTNERS.ADV holds $9,377,909 across 8 Utilities - Regulated Electric names. NEE ranks #2 (28.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
25,234 | $3,194,119 | |
| 2 | NEE |
Nextera Energy Inc
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|
30,180 | $2,648,898 | |
| 3 | SO |
Southern Co
|
12,403 | $1,187,091 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
9,728 | $1,135,938 | |
| 5 | D |
Dominion Energy, Inc
|
8,145 | $556,222 | |
| 6 | ED |
Consolidated Edison Inc
|
2,517 | $278,455 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,758 | $240,511 | |
| 8 | DTE |
Dte Energy Co
|
897 | $136,675 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,648,898 | 30,180 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,791,415 | 30,054 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,421,726 | 30,166 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,297,311 | 30,432 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,737,652 | 25,031 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,444,809 | 20,381 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,478,893 | 20,629 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,741,825 | 20,606 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,459,110 | 20,606 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,304,786 | 20,416 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $1,080,017 | 17,781 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $994,611 | 17,361 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $949,314 | 12,794 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $985,236 | 12,782 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,102,015 | 13,182 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $1,033,600 | 13,182 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $994,973 | 12,845 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,088,099 | 12,845 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,199,209 | 12,845 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $216,636 | 2,759 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $832,094 | 11,355 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $828,307 | 10,955 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $851,581 | 11,038 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $778,000 | 2,803 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $662,629 | 2,759 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $674,457 | 2,803 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||