Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$333,964
-$25,110 QoQ
Shares Held
3,805
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,340
of 2,988 holders
Holding Since
Sep 2024
3 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, 2026Garrett Wealth Advisory Group, LLC holds $1,387,784 across 3 Utilities - Regulated Electric names. NEE ranks #2 (24.1% of the industry book) .
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,964 | 3,805 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $359,074 | 3,866 | Shares | Sole | 2026-04-27 | |
| 2024-09-30 | $221,468 | 2,620 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||