Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$558,392
-$63,625 QoQ
Shares Held
6,362
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,977
of 3,000 holders
Holding Since
Mar 2024
10 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, 2026WEALTHSPAN PARTNERS, LLC holds $1,420,317 across 4 Utilities - Regulated Electric names. NEE ranks #1 (39.3% of the industry book) .
All Filings in NEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,392 | 6,362 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $622,017 | 6,697 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $542,532 | 6,758 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $515,294 | 6,826 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $473,305 | 6,818 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $484,178 | 6,830 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $504,840 | 7,042 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $588,920 | 6,967 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $492,979 | 6,962 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $481,306 | 7,531 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||