Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,704,069
+$400,322 QoQ
Shares Held
18,347
+13.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Capital Planning Advisors, LLC holds $2,651,733 across 4 Utilities - Regulated Electric names. NEE ranks #1 (64.3% of the industry book) .
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,704,069 | 18,347 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,303,747 | 16,240 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,006,432 | 13,332 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||