Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,066,755
+$222,105 QoQ
Shares Held
12,154
+33.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,566
of 2,997 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,521,964 across 5 Utilities - Regulated Electric names. NEE ranks #1 (42.3% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,755 | 12,154 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $844,650 | 9,094 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $678,526 | 8,452 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $620,753 | 8,223 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $562,579 | 8,104 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $457,665 | 6,456 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $356,227 | 4,969 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $409,209 | 4,841 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $318,502 | 4,498 | Shares | Other | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||