Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,983,953
-$166,683 QoQ
Shares Held
22,604
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,196
of 3,000 holders
Holding Since
Mar 2024
10 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, 2026MAGNOLIA CAPITAL ADVISORS LLC holds $5,665,772 across 4 Utilities - Regulated Electric names. NEE ranks #2 (35.0% 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 | $1,983,953 | 22,604 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,150,636 | 23,155 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,924,632 | 23,974 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,833,123 | 24,283 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,700,998 | 24,503 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,851,717 | 26,121 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,732,030 | 24,160 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $1,469,723 | 17,387 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $413,955 | 5,846 | Shares | Sole | 2024-10-30 | |
| 2024-03-31 | $349,651 | 5,471 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||