Position in NEE
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$435,049
+$72,585 QoQ
Shares Held
4,684
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Argos Wealth Advisors, LLC holds $742,518 across 4 Utilities - Regulated Electric names. NEE ranks #1 (58.6% of the industry book) .
All Filings in NEE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,049 | 4,684 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $362,464 | 4,515 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||