Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$616,408
-$35,888 QoQ
Shares Held
7,023
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,896
of 2,999 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, 2026Heartwood Wealth Advisors LLC holds $1,235,406 across 3 Utilities - Regulated Electric names. NEE ranks #1 (49.9% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,408 | 7,023 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $652,296 | 7,023 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $563,806 | 7,023 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $530,166 | 7,023 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $487,536 | 7,023 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $497,860 | 7,023 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $506,848 | 7,070 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $593,654 | 7,023 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $497,298 | 7,023 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $448,839 | 7,023 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $426,577 | 7,023 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $457,346 | 7,983 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $570,004 | 7,682 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $592,128 | 7,682 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $626,498 | 7,494 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $586,193 | 7,476 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $579,090 | 7,476 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $628,887 | 7,424 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $693,104 | 7,424 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $582,932 | 7,424 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $544,030 | 7,424 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $561,328 | 7,424 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $513,201 | 6,652 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $461,582 | 1,663 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $399,402 | 1,663 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $400,151 | 1,663 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||