Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,312
-$208,255 QoQ
Shares Held
3,057
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,488
of 3,000 holders
Holding Since
Sep 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, 2026EARNED WEALTH ADVISORS, LLC holds $1,248,569 across 4 Utilities - Regulated Electric names. NEE ranks #2 (21.5% 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 | $268,312 | 3,057 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $476,567 | 5,131 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $375,630 | 4,679 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $246,323 | 3,263 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $207,565 | 2,990 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $256,196 | 3,614 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $85,882 | 1,016 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||