Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$511,962
-$72,346 QoQ
Shares Held
5,833
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#2,036
of 2,993 holders
Holding Since
Dec 2021
19 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, 2026MKT Advisors LLC holds $2,128,246 across 5 Utilities - Regulated Electric names. NEE ranks #2 (24.1% of the industry book) .
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $511,962 | 5,833 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $584,308 | 6,291 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $552,246 | 6,879 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $535,299 | 7,091 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $494,339 | 7,121 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $548,617 | 7,739 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $554,092 | 7,729 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $575,649 | 6,810 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $487,456 | 6,884 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $433,884 | 6,789 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $378,592 | 6,233 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $347,177 | 6,060 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $472,134 | 6,363 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $603,613 | 7,831 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $690,452 | 8,259 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $641,707 | 8,184 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $627,890 | 8,106 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $691,657 | 8,165 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $762,284 | 8,165 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||