Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$405,409
+$20,143 QoQ
Shares Held
4,619
+11.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,218
of 2,988 holders
Holding Since
Sep 2024
6 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, 2026Intergy Private Wealth, LLC holds $968,011 across 3 Utilities - Regulated Electric names. NEE ranks #1 (41.9% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,409 | 4,619 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $385,266 | 4,148 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $338,460 | 4,216 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $269,499 | 3,570 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $242,970 | 3,500 | Shares | Sole | 2025-07-23 | |
| 2024-09-30 | $216,903 | 2,566 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||