Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$31,249,806
+$6,319,143 QoQ
Shares Held
356,042
+32.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.72%
of 13F equity value
Holder Rank
#300
of 3,000 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CapWealth Advisors, LLC holds $59,914,420 across 3 Utilities - Regulated Electric names. NEE ranks #1 (52.2% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,249,806 | 356,042 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $24,930,663 | 268,418 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $21,518,973 | 268,049 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $20,072,941 | 265,902 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $18,141,528 | 261,330 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,121,331 | 58,137 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,030,626 | 56,223 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,597,333 | 54,387 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,118,330 | 44,038 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $948,807 | 14,846 | Shares | Sole | 2024-05-03 | |
| 2021-09-30 | $271,129 | 3,453 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $253,035 | 3,453 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $261,081 | 3,453 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $266,398 | 3,453 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||