Position in NEE
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$611,230
-$39,858 QoQ
Shares Held
6,964
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,901
of 3,000 holders
Holding Since
Sep 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, 2026HOWARD FINANCIAL SERVICES, LTD. holds $1,586,507 across 4 Utilities - Regulated Electric names. NEE ranks #1 (38.5% 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 | $611,230 | 6,964 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $651,088 | 7,010 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $367,602 | 4,579 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $293,203 | 3,884 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $268,585 | 3,869 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $423,567 | 5,975 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $374,221 | 5,220 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $266,269 | 3,150 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||