Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,428
+$6,339 QoQ
Shares Held
153
+53.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,931
of 3,000 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LFA - Lugano Financial Advisors SA holds $247,306 across 5 Utilities - Regulated Electric names. NEE ranks #3 (5.4% of the industry book) .
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,428 | 153 | Shares | Sole | 2026-07-28 | |
| 2025-03-31 | $7,089 | 100 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,169 | 100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,453 | 100 | Shares | Sole | 2024-11-07 | |
| 2022-09-30 | $59,591 | 760 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $58,869 | 760 | Shares | Sole | 2022-07-29 | |
| 2020-03-31 | $894,625 | 3,718 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||