Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$696,016
-$80,553 QoQ
Shares Held
7,930
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,810
of 3,000 holders
Holding Since
Sep 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, 2026Enclave Advisors LLC holds $1,218,194 across 3 Utilities - Regulated Electric names. NEE ranks #1 (57.1% 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 | $696,016 | 7,930 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $776,569 | 8,361 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $670,659 | 8,354 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $622,188 | 8,242 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $546,821 | 7,877 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $553,154 | 7,803 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $487,205 | 6,796 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $558,658 | 6,609 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||