Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$264,714
-$19,869 QoQ
Shares Held
3,016
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,494
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,214,783 across 22 Utilities - Regulated Electric names. NEE ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
52,507 | $1,908,629 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,016 | $264,714 | |
| 3 | DUK |
Duke Energy CORP
|
1,558 | $197,211 | |
| 4 | EXC |
Exelon Corp
|
4,096 | $190,955 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
1,765 | $143,247 | |
| 6 | AEP |
American Electric Power Co Inc
|
782 | $106,985 | |
| 7 | D |
Dominion Energy, Inc
|
1,384 | $94,513 | |
| 8 | SO |
Southern Co
|
929 | $88,914 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,714 | 3,016 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $284,583 | 3,064 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $263,077 | 3,277 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $207,974 | 2,755 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $228,465 | 3,359 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $247,693 | 3,562 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $231,056 | 3,223 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $241,248 | 2,854 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $332,169 | 4,691 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $297,373 | 4,653 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $181,491 | 2,988 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $174,276 | 3,042 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $156,116 | 2,104 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $31,988 | 415 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $34,276 | 410 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $35,519 | 453 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $34,082 | 440 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $37,102 | 438 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $35,663 | 382 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $89,277 | 1,137 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $29,018 | 396 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $29,865 | 395 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $45,132 | 585 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $34,972 | 126 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $30,261 | 126 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $29,355 | 122 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||