Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$260,589
-$57,803 QoQ
Shares Held
2,969
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,514
of 3,000 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Falcon Wealth Planning holds $795,630 across 3 Utilities - Regulated Electric names. NEE ranks #2 (32.8% of the industry book) .
All Filings in NEE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,589 | 2,969 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $318,392 | 3,428 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||