Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$273,140
-$15,902 QoQ
Shares Held
3,112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,478
of 3,000 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 97%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Omnia Family Wealth, LLC holds $654,699 across 3 Utilities - Regulated Electric names. NEE ranks #1 (41.7% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,140 | 3,112 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $289,042 | 3,112 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $338,139 | 4,212 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $317,963 | 4,212 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $271,709 | 3,914 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $257,614 | 3,634 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $201,879 | 2,816 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $245,897 | 2,909 | Shares | Defined | 2024-11-06 | |
| 2022-03-31 | $202,287 | 2,388 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $222,943 | 2,388 | Shares | Defined | 2022-02-04 | |
| 2020-12-31 | $981,888 | 12,727 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $950,643 | 3,425 | Shares | Defined | 2020-10-28 | |
| 2020-06-30 | $822,582 | 3,425 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $973,789 | 4,047 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||