Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,372,108
-$163,569 QoQ
Shares Held
15,633
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,427
of 3,000 holders
Holding Since
Jun 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, 2026United Bank holds $7,772,037 across 4 Utilities - Regulated Electric names. NEE ranks #2 (17.7% of the industry book) .
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,372,108 | 15,633 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,535,677 | 16,534 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,491,361 | 18,577 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,341,985 | 17,777 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,082,674 | 15,596 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,074,125 | 15,152 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $934,479 | 13,035 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $906,161 | 10,720 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $756,179 | 10,679 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $641,784 | 10,042 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $566,157 | 9,321 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $518,589 | 9,052 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $715,510 | 9,643 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $770,029 | 9,990 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $862,166 | 10,313 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $749,442 | 9,558 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $632,383 | 8,164 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $844,219 | 9,966 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $847,242 | 9,075 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $674,643 | 8,592 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $608,297 | 8,301 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $640,189 | 8,467 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $635,021 | 8,231 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $478,513 | 1,724 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $342,242 | 1,425 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||