Position in NEE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$386,287
+$42,529 QoQ
Shares Held
4,159
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Evanson Asset Management, LLC holds $1,166,196 across 4 Utilities - Regulated Electric names. NEE ranks #1 (33.1% of the industry book) .
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $386,287 | 4,159 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $343,758 | 4,282 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $318,492 | 4,219 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $281,775 | 4,059 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $286,891 | 4,047 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $310,776 | 4,335 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $365,507 | 4,324 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $311,209 | 4,395 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $331,820 | 5,192 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $221,822 | 3,652 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||