Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,948
-$1,860 QoQ
Shares Held
364
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,884
of 3,000 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, 20261 NORTH WEALTH SERVICES LLC holds $98,619 across 7 Utilities - Regulated Electric names. NEE ranks #1 (32.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
364 | $31,948 | |
| 2 | DUK |
Duke Energy CORP
|
183 | $23,164 | |
| 3 | XEL |
Xcel Energy Inc
|
157 | $12,607 | |
| 4 | ED |
Consolidated Edison Inc
|
101 | $11,173 | |
| 5 | AEP |
American Electric Power Co Inc
|
60 | $8,208 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
95 | $7,710 | |
| 7 | DTE |
Dte Energy Co
|
25 | $3,809 |
All Filings in NEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,948 | 364 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $33,808 | 364 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $29,221 | 364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,478 | 364 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,268 | 364 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $25,803 | 364 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||