Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$220,039
-$12,811 QoQ
Shares Held
2,507
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,657
of 2,993 holders
Holding Since
Mar 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, 2026Buttonwood Financial Advisors Inc. holds $746,095 across 3 Utilities - Regulated Electric names. NEE ranks #3 (29.5% 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 | $220,039 | 2,507 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $232,850 | 2,507 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $210,735 | 2,625 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $227,759 | 3,177 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $338,796 | 4,008 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $288,621 | 4,076 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $280,884 | 4,395 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $268,167 | 4,415 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $252,935 | 4,415 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $401,051 | 5,405 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $421,627 | 5,470 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $486,050 | 5,814 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $469,597 | 5,989 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $481,646 | 6,218 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $374,079 | 4,416 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||