Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$852,158
-$289,987 QoQ
Shares Held
9,709
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,694
of 2,993 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 72%
Shared 28%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $3,515,066 across 4 Utilities - Regulated Electric names. NEE ranks #3 (24.2% of the industry book) .
All Filings in NEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,158 | 9,709 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $1,142,145 | 12,297 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,221,219 | 15,212 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,012,999 | 13,419 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $1,089,268 | 15,691 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||