Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$542,155
+$207,044 QoQ
Shares Held
6,177
+71.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,998
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026FSB PREMIER WEALTH MANAGEMENT, INC. holds $2,144,344 across 7 Utilities - Regulated Electric names. NEE ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,177 | $542,155 | |
| 2 | LNT |
Alliant Energy Corp
|
4,577 | $349,179 | |
| 3 | XEL |
Xcel Energy Inc
|
3,511 | $281,933 | |
| 4 | ED |
Consolidated Edison Inc
|
2,487 | $275,136 | |
| 5 | DUK |
Duke Energy CORP
|
1,905 | $241,134 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,025 | $236,459 | |
| 7 | ETR |
Entergy Corp /De/
|
1,901 | $218,348 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,155 | 6,177 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $335,111 | 3,608 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $293,022 | 3,650 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $275,689 | 3,652 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $275,666 | 3,971 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $281,149 | 3,966 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $299,950 | 4,184 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $353,842 | 4,186 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $283,877 | 4,009 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $279,094 | 4,367 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $300,966 | 4,955 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $292,007 | 5,097 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $378,271 | 5,098 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $432,033 | 5,605 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $472,841 | 5,656 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $475,478 | 6,064 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $480,097 | 6,198 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $524,863 | 6,196 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $608,987 | 6,523 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $583,639 | 7,433 | Shares | Sole | 2022-02-23 | |
| 2021-06-30 | $564,695 | 7,706 | Shares | Sole | 2022-02-22 | |
| 2021-03-31 | $647,750 | 8,567 | Shares | Sole | 2022-02-22 | |
| 2020-12-31 | $721,043 | 9,346 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||