Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$985,657
+$68,282 QoQ
Shares Held
11,230
+13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,613
of 2,988 holders
Holding Since
Dec 2023
11 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, 2026Facet Wealth, Inc. holds $2,594,803 across 4 Utilities - Regulated Electric names. NEE ranks #1 (38.0% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $985,657 | 11,230 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $917,375 | 9,877 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $672,666 | 8,379 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $504,575 | 6,684 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $446,925 | 6,438 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $380,750 | 5,371 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $391,714 | 5,464 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $461,618 | 5,461 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $391,862 | 5,534 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $330,286 | 5,168 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $291,369 | 4,797 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||