Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$905,259
+$27,451 QoQ
Shares Held
10,314
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,671
of 3,000 holders
Holding Since
Sep 2023
12 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, 2026BCS Wealth Management holds $3,035,690 across 4 Utilities - Regulated Electric names. NEE ranks #2 (29.8% of the industry book) .
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $905,259 | 10,314 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $877,808 | 9,451 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,429,626 | 17,808 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $380,092 | 5,035 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $380,976 | 5,488 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $357,285 | 5,040 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $361,317 | 5,040 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $428,820 | 5,073 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $359,219 | 5,073 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $324,215 | 5,073 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $308,134 | 5,073 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $290,632 | 5,073 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||