Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$400,318
-$26,279 QoQ
Shares Held
4,561
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,234
of 2,997 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $840,175 across 3 Utilities - Regulated Electric names. NEE ranks #1 (47.6% of the industry book) .
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,318 | 4,561 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $426,597 | 4,593 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $363,748 | 4,531 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $390,056 | 5,167 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $351,959 | 5,070 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $358,419 | 5,056 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $342,749 | 4,781 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $410,815 | 4,860 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $354,616 | 5,008 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $309,516 | 4,843 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $277,217 | 4,564 | Shares | Sole | 2024-03-19 | |
| 2023-09-30 | $242,107 | 4,226 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||