Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$870,151
-$32,921 QoQ
Shares Held
9,914
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,688
of 3,000 holders
Holding Since
Mar 2020
25 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, 2026NWAM LLC holds $5,145,240 across 7 Utilities - Regulated Electric names. NEE ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,359 | $1,184,662 | |
| 2 | SO |
Southern Co
|
10,766 | $1,030,413 | |
| 3 | EIX |
Edison International
|
12,425 | $925,041 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
9,914 | $870,151 | |
| 5 | D |
Dominion Energy, Inc
|
7,260 | $495,785 | |
| 6 | ES |
Eversource Energy
|
4,734 | $342,126 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,544 | $297,062 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $870,151 | 9,914 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $903,072 | 9,723 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $705,500 | 8,788 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $573,044 | 7,591 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $552,999 | 7,966 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $369,549 | 5,213 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $583,269 | 8,136 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $639,553 | 7,566 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $531,075 | 7,500 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $326,132 | 5,103 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $528,984 | 8,709 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $543,739 | 9,491 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $835,492 | 11,260 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $681,849 | 8,846 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $804,232 | 9,620 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $763,556 | 9,738 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $688,619 | 8,890 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $755,020 | 8,913 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $739,317 | 7,919 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $527,261 | 6,715 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $356,727 | 4,868 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $467,042 | 6,177 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $524,851 | 6,803 | Shares | Sole | 2021-01-22 | |
| 2020-06-30 | $320,867 | 1,336 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $321,468 | 1,336 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||