Position in NEE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$866,384
+$248,148 QoQ
Shares Held
9,328
+21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. NEE ranks #3 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,039,289 | $100,312,174 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,558 | $1,121,782 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
9,328 | $866,384 | |
| 4 | DUK |
Duke Energy CORP
|
6,258 | $819,422 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,156 | $596,910 | |
| 6 | OGE |
Oge Energy Corp.
|
10,978 | $526,504 | |
| 7 | ETR |
Entergy Corp /De/
|
2,247 | $252,472 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $866,384 | 9,328 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $618,236 | 7,701 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $578,857 | 7,668 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $533,145 | 7,680 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $544,364 | 7,679 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $553,016 | 7,714 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $753,331 | 8,912 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $675,739 | 9,543 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $558,126 | 8,733 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $531,475 | 8,750 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $524,203 | 9,150 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $654,073 | 8,815 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $629,204 | 8,163 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $681,758 | 8,155 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $653,155 | 8,330 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $614,954 | 7,939 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $551,207 | 6,507 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $607,493 | 6,507 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $583,246 | 7,428 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $533,991 | 7,287 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $490,482 | 6,487 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $504,792 | 6,543 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $66,475 | 958 | Shares | Sole | 2020-11-02 | |
| 2020-03-31 | $51,853 | 862 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||