Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,482,231
-$1,712,131 QoQ
Shares Held
108,035
-10.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#595
of 2,988 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. NEE ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,482,231 | 108,035 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,194,362 | 120,525 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,188,560 | 102,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,493,439 | 99,264 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,385,251 | 91,980 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,198,621 | 87,440 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,251,081 | 87,196 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,414,464 | 87,714 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,927,292 | 83,707 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,114,398 | 33,084 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,346,909 | 22,175 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,791,569 | 48,727 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,242,843 | 30,227 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,224,143 | 28,855 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,317,642 | 27,723 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,944,568 | 24,800 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,211,181 | 41,456 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,515,973 | 41,506 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,756,152 | 40,233 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,987,921 | 38,053 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,977,366 | 40,630 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,905,692 | 38,430 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,919,664 | 37,844 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,918,217 | 6,911 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $896,314 | 3,732 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $897,993 | 3,732 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||