CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in NEE — Nextera Energy Inc
CIK 944361
MINNEAPOLIS, MN
Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,592,199
-$638,631 QoQ
Shares Held
29,534
-15.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,053
of 2,988 holders
Holding Since
Dec 2020
23 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $11,668,729 across 7 Utilities - Regulated Electric names. NEE ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
29,534 | $2,592,199 | |
| 2 | EXC |
Exelon Corp
|
54,367 | $2,534,589 | |
| 3 | DUK |
Duke Energy CORP
|
16,596 | $2,100,721 | |
| 4 | SO |
Southern Co
|
17,842 | $1,707,657 | |
| 5 | XEL |
Xcel Energy Inc
|
18,847 | $1,513,414 | |
| 6 | D |
Dominion Energy, Inc
|
10,203 | $696,762 | |
| 7 | PCG |
PG&E Corp
|
31,117 | $523,387 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,592,199 | 29,534 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,230,830 | 34,785 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,673,966 | 33,308 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,252,546 | 29,839 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,431,782 | 35,030 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,397,996 | 33,827 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,713,609 | 37,852 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,152,969 | 37,300 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,415,683 | 34,115 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,941,777 | 30,383 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,089,881 | 34,407 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,737,605 | 30,330 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,289,366 | 30,854 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,683,077 | 34,809 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,596,448 | 31,058 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,351,045 | 29,984 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,261,057 | 29,190 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,462,604 | 29,071 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,944,854 | 31,543 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,379,784 | 30,308 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,257,024 | 30,800 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,325,083 | 30,751 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,443,322 | 18,708 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||