Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,976,317
-$396,859 QoQ
Shares Held
22,517
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,197
of 2,997 holders
Holding Since
Mar 2020
26 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, 2026WealthShield Partners, LLC holds $6,172,765 across 3 Utilities - Regulated Electric names. NEE ranks #2 (32.0% of the industry book) .
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,976,317 | 22,517 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,373,176 | 25,551 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,043,928 | 25,460 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,436,364 | 32,274 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,238,656 | 32,248 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,174,905 | 30,680 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,017,069 | 28,136 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,363,712 | 27,963 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,276,704 | 18,030 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $218,508 | 3,419 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $227,106 | 3,739 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $236,378 | 4,126 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $291,828 | 3,933 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $303,849 | 3,942 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $349,782 | 4,184 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $357,706 | 4,562 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $353,914 | 4,569 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $270,394 | 3,192 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $475,949 | 5,098 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $306,463 | 3,903 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $273,700 | 3,735 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $268,415 | 3,550 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $415,529 | 5,386 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $361,105 | 1,301 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $310,299 | 1,292 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $205,008 | 852 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||