Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$94,791
-$5,519 QoQ
Shares Held
1,080
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,803
of 3,000 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $101,120 across 2 Utilities - Regulated Electric names. NEE ranks #1 (93.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,080 | $94,791 | |
| 2 | DUK |
Duke Energy CORP
|
50 | $6,329 |
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,791 | 1,080 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $100,310 | 1,080 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $86,702 | 1,080 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $81,529 | 1,080 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $368,628 | 5,200 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $372,788 | 5,200 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $439,556 | 5,200 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $424,860 | 6,000 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $383,460 | 6,000 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $364,440 | 6,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $343,740 | 6,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $445,200 | 6,000 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $462,480 | 6,000 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $501,600 | 6,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $470,460 | 6,000 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||