Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$227,412
-$39,246 QoQ
Shares Held
2,591
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,635
of 3,000 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bridgewealth Advisory Group, LLC holds $635,722 across 3 Utilities - Regulated Electric names. NEE ranks #2 (35.8% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,412 | 2,591 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $266,658 | 2,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,483 | 2,871 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $216,731 | 2,871 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $206,246 | 2,971 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $212,990 | 2,971 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||