Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$717,080
-$41,749 QoQ
Shares Held
8,170
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,788
of 3,000 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alta Advisers Ltd holds $1,848,175 across 5 Utilities - Regulated Electric names. NEE ranks #1 (38.8% of the industry book) .
All Filings in NEE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,080 | 8,170 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $758,829 | 8,170 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $655,887 | 8,170 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $813,027 | 10,770 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $747,653 | 10,770 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $763,485 | 10,770 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $492,510 | 6,870 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $464,915 | 5,500 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $389,455 | 5,500 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $351,505 | 5,500 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $309,774 | 5,100 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $292,179 | 5,100 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $378,420 | 5,100 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $393,108 | 5,100 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $426,360 | 5,100 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $399,891 | 5,100 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||