Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$238,646
-$15,380 QoQ
Shares Held
2,719
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,598
of 3,000 holders
Holding Since
Dec 2021
11 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, 2026Madrona Financial Services, LLC holds $779,973 across 3 Utilities - Regulated Electric names. NEE ranks #2 (30.6% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,646 | 2,719 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $254,026 | 2,735 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $217,157 | 2,705 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $202,690 | 2,685 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $233,471 | 2,762 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $201,029 | 2,839 | Shares | Sole | 2024-07-19 | |
| 2023-06-30 | $218,741 | 2,948 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $230,083 | 2,985 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $243,610 | 2,914 | Shares | Sole | 2023-01-18 | |
| 2022-03-31 | $200,169 | 2,363 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $220,609 | 2,363 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||