Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$442,536
-$6,724 QoQ
Shares Held
5,042
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,164
of 3,000 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $6,053,627 across 4 Utilities - Regulated Electric names. NEE ranks #3 (7.3% of the industry book) .
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,536 | 5,042 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $449,260 | 4,837 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $891,108 | 11,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $836,051 | 11,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,186,248 | 17,088 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,188,612 | 16,767 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,075,134 | 14,997 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,264,991 | 14,965 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $995,446 | 14,058 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,070,939 | 16,757 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||