Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,197,300
-$713,768 QoQ
Shares Held
59,215
-7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#779
of 3,000 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $8,403,658 across 6 Utilities - Regulated Electric names. NEE ranks #1 (61.8% of the industry book) .
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,197,300 | 59,215 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,911,068 | 63,642 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,984,585 | 62,090 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,606,701 | 61,024 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,108,206 | 59,179 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,097,229 | 57,797 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,272,863 | 45,653 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,840,366 | 45,432 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $3,187,370 | 45,013 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $2,829,231 | 44,269 | Shares | Sole | 2025-02-11 | |
| 2023-12-31 | $2,182,327 | 35,929 | Shares | Sole | 2025-02-11 | |
| 2023-09-30 | $2,005,722 | 35,010 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $2,303,910 | 31,050 | Shares | Sole | 2025-02-11 | |
| 2023-03-31 | $2,344,773 | 30,420 | Shares | Sole | 2025-02-11 | |
| 2022-12-31 | $2,457,756 | 29,399 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $2,258,443 | 28,803 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,080,653 | 26,861 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,239,139 | 26,433 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,373,491 | 25,423 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,965,355 | 25,030 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,792,062 | 24,455 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,859,174 | 24,589 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,873,510 | 24,284 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||