Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$910,701
-$57,015 QoQ
Shares Held
10,376
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,663
of 2,993 holders
Holding Since
Jun 2025
5 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, 2026Acorn Wealth Advisors, LLC holds $4,268,165 across 4 Utilities - Regulated Electric names. NEE ranks #3 (21.3% of the industry book) .
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $910,701 | 10,376 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $967,716 | 10,419 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $837,721 | 10,435 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $838,165 | 11,103 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $220,339 | 3,174 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||