Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$536,450
-$29,096 QoQ
Shares Held
6,112
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,004
of 3,000 holders
Holding Since
Jun 2020
25 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, 2026Rockbridge Investment Management, LCC holds $1,044,555 across 3 Utilities - Regulated Electric names. NEE ranks #1 (51.4% of the industry book) .
All Filings in NEE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,450 | 6,112 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $565,546 | 6,089 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $490,671 | 6,112 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $460,338 | 6,098 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $428,321 | 6,170 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $441,644 | 6,230 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $473,870 | 6,610 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $431,948 | 5,110 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $363,538 | 5,134 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $323,512 | 5,062 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $307,465 | 5,062 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $297,163 | 5,187 | Shares | Sole | 2024-05-28 | |
| 2023-06-30 | $376,565 | 5,075 | Shares | Sole | 2024-05-28 | |
| 2023-03-31 | $391,181 | 5,075 | Shares | Sole | 2024-05-28 | |
| 2022-12-31 | $424,270 | 5,075 | Shares | Sole | 2024-05-28 | |
| 2022-09-30 | $397,930 | 5,075 | Shares | Sole | 2024-05-28 | |
| 2022-06-30 | $390,320 | 5,039 | Shares | Sole | 2024-05-28 | |
| 2022-03-31 | $436,341 | 5,151 | Shares | Sole | 2024-05-28 | |
| 2021-12-31 | $480,897 | 5,151 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $404,535 | 5,152 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $387,871 | 5,293 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $400,203 | 5,293 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $411,209 | 5,330 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $352,778 | 1,271 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $305,256 | 1,271 | Shares | Sole | 2020-08-20 | |
| No filing history on record for this holder in this stock. | ||||||