Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$465,532
+$4,105 QoQ
Shares Held
5,304
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,120
of 3,000 holders
Holding Since
Sep 2024
8 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, 2026CLIENT 1ST ADVISORY GROUP, LLC holds $1,360,724 across 3 Utilities - Regulated Electric names. NEE ranks #2 (34.2% of the industry book) .
All Filings in NEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,532 | 5,304 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $461,427 | 4,968 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $398,750 | 4,967 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $314,340 | 4,164 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $288,995 | 4,163 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $295,044 | 4,162 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $298,302 | 4,161 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $351,560 | 4,159 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||