Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$633,523
-$34,748 QoQ
Shares Held
7,218
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,882
of 3,000 holders
Holding Since
Jun 2024
8 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, 2026Sargent Investment Group, LLC holds $9,443,604 across 4 Utilities - Regulated Electric names. NEE ranks #4 (6.7% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,523 | 7,218 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $668,271 | 7,195 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $310,763 | 3,871 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $264,629 | 3,812 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $253,219 | 3,572 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $239,372 | 3,339 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $282,499 | 3,342 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $222,839 | 3,147 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||