Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$315,884
-$129,661 QoQ
Shares Held
3,599
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,383
of 3,000 holders
Holding Since
Dec 2022
12 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,044,430 across 5 Utilities - Regulated Electric names. NEE ranks #2 (30.2% of the industry book) .
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,884 | 3,599 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $445,545 | 4,797 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $349,218 | 4,350 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,562 | 3,955 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $289,550 | 4,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $259,315 | 3,658 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $286,401 | 3,995 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $340,233 | 4,025 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $278,991 | 3,940 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $260,752 | 4,080 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $205,098 | 3,580 | Shares | Sole | 2023-11-09 | |
| 2022-12-31 | $264,008 | 3,158 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||