Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$688,204
-$31,894 QoQ
Shares Held
7,841
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,822
of 3,000 holders
Holding Since
Mar 2023
13 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $5,795,061 across 4 Utilities - Regulated Electric names. NEE ranks #3 (11.9% of the industry book) .
All Filings in NEE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,204 | 7,841 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $720,098 | 7,753 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $615,506 | 7,667 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $571,383 | 7,569 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $525,370 | 7,568 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $520,828 | 7,347 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $519,465 | 7,246 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $612,419 | 7,245 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $466,991 | 6,595 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $421,422 | 6,594 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $269,148 | 4,698 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $325,886 | 4,392 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $320,806 | 4,162 | Shares | Sole | 2023-05-26 | |
| No filing history on record for this holder in this stock. | ||||||