Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$101,637
+$33,464 QoQ
Shares Held
1,158
+57.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,797
of 2,999 holders
Holding Since
Dec 2021
14 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, 2026Delos Wealth Advisors, LLC holds $6,043,485 across 5 Utilities - Regulated Electric names. NEE ranks #2 (1.7% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,637 | 1,158 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $68,173 | 734 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $86,381 | 1,076 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $81,227 | 1,076 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $78,861 | 1,136 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $4,301 | 60 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $7,081 | 100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,391 | 100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $425 | 7 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $401 | 7 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $539 | 7 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $585 | 7 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $548 | 7 | Shares | Sole | 2022-11-15 | |
| 2021-12-31 | $11,389 | 122 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||