Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$293,590
-$13,192 QoQ
Shares Held
3,345
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,431
of 2,997 holders
Holding Since
Sep 2024
4 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, 2026PRIVATE CLIENT SERVICES, LLC holds $964,621 across 3 Utilities - Regulated Electric names. NEE ranks #2 (30.4% of the industry book) .
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,590 | 3,345 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $306,782 | 3,303 | Shares | Sole | 2026-04-06 | |
| 2024-12-31 | $241,523 | 3,369 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $271,172 | 3,208 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||