Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$621,411
-$36,179 QoQ
Shares Held
7,080
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,891
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Powell Investment Advisors, LLC holds $2,277,281 across 3 Utilities - Regulated Electric names. NEE ranks #3 (27.3% 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 | $621,411 | 7,080 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $657,590 | 7,080 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $568,382 | 7,080 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $534,469 | 7,080 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $491,493 | 7,080 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $501,901 | 7,080 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $525,487 | 7,330 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $619,604 | 7,330 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $519,037 | 7,330 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $596,280 | 9,330 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $566,704 | 9,330 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $534,515 | 9,330 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $692,286 | 9,330 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $719,156 | 9,330 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $907,561 | 10,856 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $851,218 | 10,856 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $840,905 | 10,856 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $919,611 | 10,856 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,012,022 | 10,840 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $851,156 | 10,840 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $794,355 | 10,840 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $819,612 | 10,840 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $836,306 | 10,840 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $752,187 | 2,710 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $650,860 | 2,710 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $652,080 | 2,710 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||