Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,624,798
-$2,251,362 QoQ
Shares Held
18,512
-55.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,342
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Providence Wealth Advisors, LLC holds $4,033,224 across 4 Utilities - Regulated Electric names. NEE ranks #2 (40.3% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,624,798 | 18,512 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,876,160 | 41,733 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,308,418 | 41,211 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,078,934 | 40,786 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,843,789 | 40,965 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,852,825 | 40,243 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,802,218 | 39,088 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,256,940 | 38,530 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,292,919 | 18,259 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,232,567 | 19,286 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $89,287 | 1,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,042,620 | 18,199 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,243,221 | 16,755 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,261,645 | 16,368 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,326,564 | 15,868 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,247,738 | 15,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,954,393 | 25,231 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,063,535 | 24,360 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,081,928 | 22,300 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $1,750,996 | 22,300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,606,664 | 21,925 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,647,919 | 21,795 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,667,674 | 21,616 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,492,995 | 5,379 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,297,878 | 5,404 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,300,310 | 5,404 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||