Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$396,808
-$23,102 QoQ
Shares Held
4,521
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,242
of 2,997 holders
Holding Since
Sep 2021
10 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, 2026Westover Capital Advisors, LLC holds $2,155,310 across 6 Utilities - Regulated Electric names. NEE ranks #2 (18.4% of the industry book) .
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,808 | 4,521 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $419,910 | 4,521 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $362,945 | 4,521 | Shares | Sole | 2026-02-09 | |
| 2023-03-31 | $3,046,432 | 39,523 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $3,396,584 | 40,629 | Shares | Sole | 2023-05-18 | |
| 2022-09-30 | $3,499,046 | 44,625 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,615,755 | 46,679 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $646,760 | 7,635 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $739,131 | 7,917 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $731,178 | 9,312 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||