Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,745,124
-$226,727 QoQ
Shares Held
76,850
+2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#697
of 3,000 holders
Holding Since
Dec 2022
15 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, 2026Roberts Wealth Advisors, LLC holds $7,811,655 across 3 Utilities - Regulated Electric names. NEE ranks #1 (86.3% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,745,124 | 76,850 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,971,851 | 75,063 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,906,761 | 73,577 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $5,583,315 | 73,961 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,074,393 | 73,097 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,191,700 | 73,236 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,234,732 | 73,019 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,851,420 | 69,223 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,727,912 | 66,769 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,241,195 | 66,362 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $11,745 | 64,478 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,330,557 | 40,680 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $316,240 | 4,262 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $327,435 | 4,248 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $453,195 | 5,421 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||