Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$476,152
-$27,722 QoQ
Shares Held
5,425
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,106
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026Plotkin Financial Advisors, LLC holds $1,003,220 across 3 Utilities - Regulated Electric names. NEE ranks #1 (47.5% of the industry book) .
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,152 | 5,425 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $503,874 | 5,425 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $435,519 | 5,425 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $409,533 | 5,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $376,603 | 5,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $391,667 | 5,525 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $415,802 | 5,800 | Shares | Sole | 2025-03-06 | |
| 2024-09-30 | $490,274 | 5,800 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $382,374 | 5,400 | Shares | Sole | 2024-11-15 | |
| 2024-03-31 | $345,114 | 5,400 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $327,996 | 5,400 | Shares | Sole | 2024-11-15 | |
| 2023-09-30 | $309,366 | 5,400 | Shares | Sole | 2024-11-15 | |
| 2023-06-30 | $404,019 | 5,445 | Shares | Sole | 2024-11-15 | |
| 2023-03-31 | $400,816 | 5,200 | Shares | Sole | 2024-11-15 | |
| 2022-12-31 | $434,720 | 5,200 | Shares | Sole | 2024-11-15 | |
| 2022-09-30 | $407,732 | 5,200 | Shares | Sole | 2024-11-15 | |
| 2022-06-30 | $402,792 | 5,200 | Shares | Sole | 2024-11-15 | |
| 2022-03-31 | $440,492 | 5,200 | Shares | Sole | 2024-11-15 | |
| 2021-12-31 | $485,472 | 5,200 | Shares | Sole | 2024-11-15 | |
| 2021-09-30 | $480,542 | 6,120 | Shares | Sole | 2024-11-15 | |
| 2021-06-30 | $448,473 | 6,120 | Shares | Sole | 2024-11-15 | |
| 2021-03-31 | $466,362 | 6,168 | Shares | Sole | 2024-11-15 | |
| 2020-12-31 | $472,158 | 6,120 | Shares | Sole | 2024-11-15 | |
| 2020-09-30 | $424,666 | 1,530 | Shares | Sole | 2024-11-15 | |
| 2020-06-30 | $367,460 | 1,530 | Shares | Sole | 2024-11-15 | |
| 2020-03-31 | $368,148 | 1,530 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||