Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,154,702
-$118,589 QoQ
Shares Held
13,156
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,522
of 3,000 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Destination Wealth Management holds $3,140,050 across 5 Utilities - Regulated Electric names. NEE ranks #1 (36.8% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,154,702 | 13,156 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,273,291 | 13,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,080,649 | 13,461 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $309,659 | 4,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $294,132 | 4,237 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $316,240 | 4,461 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $256,076 | 3,572 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $233,471 | 2,762 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||