Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,076,674
-$110,239 QoQ
Shares Held
12,267
-4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,560
of 3,000 holders
Holding Since
Sep 2024
5 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, 2026Cottage Street Advisors LLC holds $3,756,842 across 4 Utilities - Regulated Electric names. NEE ranks #2 (28.7% of the industry book) .
All Filings in NEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,076,674 | 12,267 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,186,913 | 12,779 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,022,285 | 12,734 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $945,663 | 12,527 | Shares | Sole | 2025-11-13 | |
| 2024-09-30 | $215,044 | 2,544 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||