Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$955,990
-$53,708 QoQ
Shares Held
10,892
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,642
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, 2026Financial Partners Group, Inc holds $2,331,791 across 3 Utilities - Regulated Electric names. NEE ranks #2 (41.0% 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 | $955,990 | 10,892 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,009,698 | 10,871 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $871,599 | 10,857 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $818,840 | 10,847 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $752,998 | 10,847 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $754,056 | 10,637 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $761,634 | 10,624 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $905,992 | 10,718 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $747,541 | 10,557 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $671,438 | 10,506 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $649,614 | 10,695 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $602,576 | 10,518 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $780,138 | 10,514 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $811,806 | 10,532 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $887,497 | 10,616 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $825,422 | 10,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $813,794 | 10,506 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $853,199 | 10,072 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $940,321 | 10,072 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $790,853 | 10,072 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $738,076 | 10,072 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $503,562 | 6,660 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||