Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,957,760
-$171,924 QoQ
Shares Held
33,699
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,001
of 2,988 holders
Holding Since
Sep 2023
12 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, 2026Compass Ion Advisors, LLC holds $3,504,760 across 3 Utilities - Regulated Electric names. NEE ranks #1 (84.4% of the industry book) .
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,957,760 | 33,699 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,129,684 | 33,696 | Shares | Other | 2026-04-13 | |
| 2025-12-31 | $2,742,364 | 34,160 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,579,115 | 34,165 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,370,554 | 34,148 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,454,991 | 34,631 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,482,553 | 34,629 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,965,904 | 35,087 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,492,299 | 35,197 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,249,440 | 35,197 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,155,541 | 35,488 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,006,181 | 35,018 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||