Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,942,613
+$104,763 QoQ
Shares Held
22,133
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,211
of 3,000 holders
Holding Since
Mar 2022
16 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, 2026SS&H Financial Advisors, Inc. holds $4,786,281 across 4 Utilities - Regulated Electric names. NEE ranks #1 (40.6% of the industry book) .
All Filings in NEE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,942,613 | 22,133 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $1,837,850 | 22,893 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,728,192 | 22,893 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,672,536 | 24,093 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,991,512 | 28,093 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,013,987 | 28,093 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,356,780 | 27,881 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,993,372 | 28,151 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $1,799,130 | 28,151 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,709,891 | 28,151 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,612,770 | 28,151 | Shares | Sole | 2023-10-18 | |
| 2023-03-31 | $2,240,715 | 29,070 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,500,476 | 29,910 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,345,243 | 29,910 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $2,316,828 | 29,910 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,567,560 | 30,310 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||