Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,554
-$1,022 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,915
of 2,999 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $238,616 across 3 Utilities - Regulated Electric names. NEE ranks #3 (7.4% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,554 | 200 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,576 | 200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,260 | 215 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,098 | 200 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $13,884 | 200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,178 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $14,338 | 200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $16,906 | 200 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||