Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$255,498
-$10,045 QoQ
Shares Held
2,911
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,530
of 3,000 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Crown Wealth Group, LLC holds $549,163 across 2 Utilities - Regulated Electric names. NEE ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,320 | $293,665 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,911 | $255,498 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,498 | 2,911 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $265,543 | 2,859 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $217,317 | 2,707 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||