Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$639,755
+$614,467 QoQ
Shares Held
7,289
+2214.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,874
of 3,000 holders
Holding Since
Mar 2020
22 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, 2026Laurel Wealth Advisors LLC holds $25,717,169 across 3 Utilities - Regulated Electric names. NEE ranks #3 (2.5% 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 | $639,755 | 7,289 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $25,288 | 315 | Shares | Sole | 2026-01-30 | |
| 2025-03-31 | $22,330 | 315 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $22,582 | 315 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $26,626 | 315 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,956 | 70 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,473 | 70 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,251 | 70 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,010 | 70 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,194 | 70 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,395 | 70 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,852 | 70 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,410 | 69 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,344 | 69 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,844 | 69 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $6,348 | 68 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,339 | 68 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,983 | 68 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $15,430 | 200 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $13,878 | 50 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $12,008 | 50 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $12,031 | 50 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||