Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,101,250
-$175,478 QoQ
Shares Held
12,547
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,551
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, 2026Greenwich Wealth Management LLC holds $1,319,051 across 2 Utilities - Regulated Electric names. NEE ranks #1 (83.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
12,547 | $1,101,250 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,592 | $217,801 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,250 | 12,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,276,728 | 13,746 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,103,368 | 13,744 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $946,871 | 12,543 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $963,271 | 13,876 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $897,325 | 12,658 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,018,069 | 14,201 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,152,312 | 13,632 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $967,193 | 13,659 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $898,958 | 14,066 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $874,595 | 14,399 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $797,648 | 13,923 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,042,658 | 14,052 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,082,049 | 14,038 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,182,187 | 14,141 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,286,943 | 16,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,052,913 | 13,593 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,225,584 | 14,468 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,533,811 | 16,429 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,243,599 | 15,838 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $996,681 | 13,601 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $327,240 | 4,328 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $283,834 | 3,679 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $294,213 | 1,060 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $231,764 | 965 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $211,504 | 879 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||