Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$278,494
-$16,214 QoQ
Shares Held
3,173
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,464
of 3,000 holders
Holding Since
Dec 2022
15 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, 2026Aspen Grove Capital, LLC holds $1,082,077 across 3 Utilities - Regulated Electric names. NEE ranks #3 (25.7% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,494 | 3,173 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $294,708 | 3,173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $254,728 | 3,173 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,529 | 3,173 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $435,263 | 6,270 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $382,522 | 5,396 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $362,966 | 5,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $427,806 | 5,061 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $358,369 | 5,061 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $320,892 | 5,021 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $275,759 | 4,540 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $308,563 | 5,386 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $484,377 | 6,528 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $242,493 | 3,146 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $394,759 | 4,722 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||