Position in NEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$347,278
-$20,645 QoQ
Shares Held
3,739
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 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 Mar 31, 2026Trek Financial, LLC holds $648,557 across 3 Utilities - Regulated Electric names. NEE ranks #1 (53.5% of the industry book) .
All Filings in NEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,278 | 3,739 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $367,923 | 4,583 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $334,496 | 4,431 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $297,325 | 4,283 | Shares | Sole | 2025-08-13 | |
| 2021-06-30 | $226,948 | 3,097 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||