Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$139,729
-$8,135 QoQ
Shares Held
1,592
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,773
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026ACIMA PRIVATE WEALTH, LLC holds $479,217 across 5 Utilities - Regulated Electric names. NEE ranks #3 (29.2% of the industry book) .
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,729 | 1,592 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $147,864 | 1,592 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $127,805 | 1,592 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $120,180 | 1,592 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $110,516 | 1,592 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $112,856 | 1,592 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $114,130 | 1,592 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $134,571 | 1,592 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $112,729 | 1,592 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $161,117 | 2,521 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $153,125 | 2,521 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 | $175,364 | 3,061 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 | $238,033 | 3,208 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 | $247,272 | 3,208 | Shares | Sole | 2024-02-29 | |
| 2022-12-31 | $268,188 | 3,208 | Shares | Sole | 2024-02-29 | |
| 2022-09-30 | $351,198 | 4,479 | Shares | Sole | 2024-02-29 | |
| 2022-06-30 | $346,943 | 4,479 | Shares | Sole | 2024-02-29 | |
| 2022-03-31 | $379,416 | 4,479 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $418,159 | 4,479 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $251,892 | 3,208 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $235,082 | 3,208 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $242,556 | 3,208 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $247,497 | 3,208 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $172,642 | 622 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $159,472 | 664 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $174,449 | 725 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||