Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$446,310
-$8,151 QoQ
Shares Held
5,085
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,157
of 2,999 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAHABA WEALTH MANAGEMENT, INC. holds $36,513,410 across 3 Utilities - Regulated Electric names. NEE ranks #2 (1.2% 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 | $446,310 | 5,085 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $454,461 | 4,893 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $385,825 | 4,806 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $360,313 | 4,773 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $334,951 | 4,825 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $332,899 | 4,696 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $334,075 | 4,660 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $391,204 | 4,628 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $328,841 | 4,644 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $291,940 | 4,568 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $273,755 | 4,507 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $258,091 | 4,505 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||