Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$242,684
-$20,537 QoQ
Shares Held
2,765
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#2,577
of 3,000 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTERACTIVE FINANCIAL ADVISORS, INC. holds $1,144,030 across 4 Utilities - Regulated Electric names. NEE ranks #2 (21.2% of the industry book) .
All Filings in NEE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,684 | 2,765 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $263,221 | 2,834 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $215,230 | 2,681 | Shares | Sole | 2026-02-09 | |
| 2024-09-30 | $223,835 | 2,648 | Shares | Sole | 2024-10-30 | |
| 2023-03-31 | $204,107 | 2,648 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $221,372 | 2,648 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $207,629 | 2,648 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $205,114 | 2,648 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $224,312 | 2,648 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $249,084 | 2,668 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $207,920 | 2,648 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $194,045 | 2,648 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $200,215 | 2,648 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $204,293 | 2,648 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $183,744 | 662 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $158,992 | 662 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $159,290 | 662 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||