Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$38,969
-$2,269 QoQ
Shares Held
444
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,867
of 3,000 holders
Holding Since
Dec 2021
19 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, 2026Ulland Investment Advisors, LLC holds $127,633 across 5 Utilities - Regulated Electric names. NEE ranks #2 (30.5% of the industry book) .
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,969 | 444 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $41,238 | 444 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $35,644 | 444 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $29,743 | 394 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $27,351 | 394 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $27,930 | 394 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $28,245 | 394 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $33,304 | 394 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,899 | 394 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $25,180 | 394 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $23,931 | 394 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $22,572 | 394 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $29,234 | 394 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $30,369 | 394 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $32,938 | 394 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $30,893 | 394 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $42,912 | 554 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $46,929 | 554 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $36,783 | 394 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||