Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$405,672
-$27,241 QoQ
Shares Held
4,622
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,226
of 3,000 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, 2026Canvas Wealth Advisors, LLC holds $871,693 across 3 Utilities - Regulated Electric names. NEE ranks #1 (46.5% 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 | $405,672 | 4,622 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $432,913 | 4,661 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $360,216 | 4,487 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $311,773 | 4,130 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $286,912 | 4,133 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $225,855 | 3,186 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $307,335 | 4,287 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $346,826 | 4,103 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $193,523 | 2,733 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||