Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,866,165
-$69,175 QoQ
Shares Held
21,262
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,237
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Enterprise Financial Services Corp holds $3,829,794 across 6 Utilities - Regulated Electric names. NEE ranks #1 (48.7% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,866,165 | 21,262 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,935,340 | 20,837 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,867,633 | 23,264 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $1,718,831 | 22,769 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,625,260 | 23,412 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,637,274 | 23,096 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,785,151 | 24,901 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,925,255 | 22,776 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,607,882 | 22,707 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,469,290 | 22,990 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,441,541 | 23,733 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,359,089 | 23,723 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $1,795,342 | 24,196 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,884,066 | 24,443 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,837,360 | 21,978 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,781,945 | 22,726 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,748,039 | 22,567 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $1,921,053 | 22,678 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,108,254 | 22,582 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,881,653 | 23,964 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,583,873 | 21,614 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,780,917 | 23,554 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,710,800 | 22,175 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,591,528 | 5,734 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,384,579 | 5,765 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,397,520 | 5,808 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||