Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$944,668
-$52,956 QoQ
Shares Held
10,763
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,646
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Southeast Asset Advisors, LLC holds $3,877,068 across 3 Utilities - Regulated Electric names. NEE ranks #2 (24.4% 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 | $944,668 | 10,763 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $997,624 | 10,741 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $862,287 | 10,741 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $810,838 | 10,741 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $745,640 | 10,741 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $772,701 | 10,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $748,443 | 10,440 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $882,493 | 10,440 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $739,256 | 10,440 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $667,220 | 10,440 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $634,125 | 10,440 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $598,107 | 10,440 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $773,164 | 10,420 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $803,173 | 10,420 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $869,774 | 10,404 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $819,776 | 10,455 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $809,844 | 10,455 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $885,304 | 10,451 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $970,944 | 10,400 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $818,492 | 10,424 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $776,768 | 10,600 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $801,466 | 10,600 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $817,790 | 10,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $735,534 | 2,650 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $636,450 | 2,650 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $637,643 | 2,650 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||