Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$217,318
-$21,848 QoQ
Shares Held
2,476
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,673
of 3,000 holders
Holding Since
Jun 2024
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, 2026NORTHWEST WEALTH MANAGEMENT, LLC holds $2,599,899 across 6 Utilities - Regulated Electric names. NEE ranks #6 (8.4% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,318 | 2,476 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $239,166 | 2,575 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $206,721 | 2,575 | Shares | Sole | 2026-01-14 | |
| 2024-12-31 | $203,169 | 2,834 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $254,773 | 3,014 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $212,217 | 2,997 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||