Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,058,433
-$535,465 QoQ
Shares Held
34,846
-9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
#989
of 3,000 holders
Holding Since
Mar 2021
22 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, 2026Legacy Financial Strategies, LLC holds $3,963,229 across 3 Utilities - Regulated Electric names. NEE ranks #1 (77.2% of the industry book) .
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,058,433 | 34,846 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,593,898 | 38,694 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,293,326 | 41,023 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,404,900 | 45,104 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,176,173 | 45,753 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $3,111,078 | 43,886 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $3,325,770 | 46,391 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,043,830 | 47,839 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,159,542 | 44,620 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,675,336 | 41,861 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,669,013 | 27,478 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,578,224 | 27,548 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,224,070 | 29,974 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,095,034 | 27,180 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,046,695 | 24,482 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,810,408 | 23,089 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,627,744 | 21,014 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,657,012 | 19,561 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,660,127 | 17,782 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,349,523 | 17,187 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,182,079 | 16,131 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,133,545 | 14,992 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||