Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$323,256
-$27,366 QoQ
Shares Held
3,683
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,367
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026FSA Advisors, Inc. holds $3,132,639 across 5 Utilities - Regulated Electric names. NEE ranks #4 (10.3% of the industry book) .
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,256 | 3,683 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $350,622 | 3,775 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $299,451 | 27,995 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $276,670 | 3,665 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,670 | 3,827 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $275,974 | 3,893 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $294,860 | 4,113 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||