Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,638,490
-$184,187 QoQ
Shares Held
18,668
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,335
of 3,000 holders
Holding Since
Jun 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, 2026Wellspring Financial Advisors, LLC holds $3,277,912 across 5 Utilities - Regulated Electric names. NEE ranks #1 (50.0% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,638,490 | 18,668 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,822,677 | 19,624 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,427,538 | 17,782 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $231,376 | 3,333 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $250,737 | 3,537 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $207,542 | 2,895 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $236,514 | 2,798 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $226,733 | 3,202 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||