Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,212,118
-$64,688 QoQ
Shares Held
36,597
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#963
of 3,000 holders
Holding Since
Dec 2021
17 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, 2026PRIMORIS WEALTH ADVISORS, LLC holds $5,455,443 across 4 Utilities - Regulated Electric names. NEE ranks #1 (58.9% of the industry book) .
All Filings in NEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,212,118 | 36,597 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,276,806 | 35,280 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,826,337 | 35,206 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,657,700 | 35,206 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,469,477 | 35,573 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,486,537 | 35,076 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,632,743 | 36,724 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,193,036 | 37,774 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,603,966 | 36,774 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,462,068 | 38,524 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,035,093 | 33,505 | Shares | Sole | 2024-02-15 | |
| 2023-03-31 | $431,879 | 5,603 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $474,597 | 5,677 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $421,140 | 5,371 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $425,410 | 5,492 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $454,977 | 5,371 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $473,428 | 5,071 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||