Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$441,132
-$25,682 QoQ
Shares Held
5,026
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,165
of 3,000 holders
Holding Since
Jun 2023
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, 2026AM INVESTMENT STRATEGIES LLC holds $10,306,045 across 3 Utilities - Regulated Electric names. NEE ranks #3 (4.3% 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 | $441,132 | 5,026 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $466,814 | 5,026 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $242,927 | 3,026 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $229,640 | 3,042 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $211,869 | 3,052 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $215,576 | 3,041 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $218,009 | 3,041 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $274,046 | 3,242 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $222,980 | 3,149 | Shares | Sole | 2024-07-29 | |
| 2023-06-30 | $227,868 | 3,071 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||