Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$249,266
-$33,832 QoQ
Shares Held
2,840
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,557
of 3,000 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SATOVSKY ASSET MANAGEMENT LLC holds $917,246 across 3 Utilities - Regulated Electric names. NEE ranks #3 (27.2% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,266 | 2,840 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $283,098 | 3,048 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $224,864 | 2,801 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,013 | 2,782 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $243,108 | 2,876 | Shares | Sole | 2024-10-18 | |
| 2020-12-31 | $223,735 | 2,900 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||