Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$229,079
-$13,059 QoQ
Shares Held
2,610
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,620
of 2,993 holders
Holding Since
Jun 2020
24 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, 2026Tower View Wealth Management LLC holds $689,804 across 7 Utilities - Regulated Electric names. NEE ranks #2 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MGEE |
Mge Energy Inc
|
3,534 | $288,162 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,610 | $229,079 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
694 | $56,325 | |
| 4 | ETR |
Entergy Corp /De/
|
413 | $47,437 | |
| 5 | XEL |
Xcel Energy Inc
|
539 | $43,281 | |
| 6 | SO |
Southern Co
|
197 | $18,854 | |
| 7 | EXC |
Exelon Corp
|
143 | $6,666 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,079 | 2,610 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $242,138 | 2,607 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $201,261 | 2,507 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $196,274 | 2,600 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $297,325 | 4,283 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $21,479 | 303 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $23,084 | 322 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $27,049 | 320 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $22,659 | 320 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $20,451 | 320 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $19,436 | 320 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $28,215 | 22,582 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $35,170 | 474 | Shares | Sole | 2023-07-31 | |
| 2022-12-31 | $2,747,263 | 32,862 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,581,492 | 32,923 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,538,983 | 32,778 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,839,987 | 33,526 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,107,954 | 33,290 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,600,739 | 33,122 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,386,876 | 32,572 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,405,985 | 31,821 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $168,881 | 2,189 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,996 | 18 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $4,323 | 18 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||