Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$511,172
-$258,245 QoQ
Shares Held
5,824
-29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,036
of 2,988 holders
Holding Since
Jun 2022
17 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, 2026Synergy Asset Management, LLC holds $4,772,437 across 3 Utilities - Regulated Electric names. NEE ranks #3 (10.7% of the industry book) .
All Filings in NEE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,172 | 5,824 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $769,417 | 8,284 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $620,002 | 7,723 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,662,891 | 22,028 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $396,110 | 5,706 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $404,498 | 5,706 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $818,340 | 11,415 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $485,962 | 5,749 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $408,715 | 5,772 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $428,260 | 6,701 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $11,966,144 | 197,006 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $325,120 | 5,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $404,909 | 5,457 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $415,769 | 5,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $434,720 | 5,200 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $407,732 | 5,200 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $406,510 | 5,248 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||