Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$580,949
-$112,771 QoQ
Shares Held
6,619
-11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,938
of 2,993 holders
Holding Since
Jun 2024
9 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, 2026Opal Wealth Advisors, LLC holds $1,651,846 across 4 Utilities - Regulated Electric names. NEE ranks #1 (35.2% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,949 | 6,619 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $693,720 | 7,469 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $636,620 | 7,930 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $590,180 | 7,818 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $532,381 | 7,669 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $426,757 | 6,020 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $419,529 | 5,852 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $506,672 | 5,994 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $270,140 | 3,815 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||