Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$400,055
-$32,301 QoQ
Shares Held
4,558
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,239
of 3,000 holders
Holding Since
Jun 2023
11 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, 2026Wealth Dimensions Group, Ltd. holds $2,997,710 across 4 Utilities - Regulated Electric names. NEE ranks #3 (13.3% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,055 | 4,558 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $432,356 | 4,655 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $412,960 | 5,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $381,903 | 5,059 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $350,223 | 5,045 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $357,640 | 5,045 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $277,942 | 3,877 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $314,113 | 3,716 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $273,114 | 3,857 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $202,786 | 3,173 | Shares | Sole | 2024-05-09 | |
| 2023-06-30 | $200,636 | 2,704 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||