Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,325,290
-$234,575 QoQ
Shares Held
26,493
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,113
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026TriaGen Wealth Management LLC holds $5,832,016 across 5 Utilities - Regulated Electric names. NEE ranks #2 (39.9% 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 | $2,325,290 | 26,493 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,559,865 | 27,561 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $418,981 | 5,219 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $389,603 | 5,161 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $412,077 | 5,936 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $420,803 | 5,936 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $425,551 | 5,936 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $532,454 | 6,299 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $311,280 | 4,396 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $280,948 | 4,396 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $267,013 | 4,396 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $251,846 | 4,396 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $328,780 | 4,431 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $341,541 | 4,431 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $375,782 | 4,495 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $347,669 | 4,434 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $342,760 | 4,425 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $372,385 | 4,396 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $410,410 | 4,396 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $345,173 | 4,396 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $324,190 | 4,424 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $463,338 | 6,128 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $594,363 | 7,704 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||