Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$376,357
-$21,912 QoQ
Shares Held
4,288
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,278
of 2,993 holders
Holding Since
Mar 2025
6 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, 2026Select Asset Management & Trust holds $909,281 across 3 Utilities - Regulated Electric names. NEE ranks #1 (41.4% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,357 | 4,288 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $398,269 | 4,288 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $344,240 | 4,288 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $323,701 | 4,288 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $268,238 | 3,864 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $273,918 | 3,864 | Shares | Other | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||