Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,759,612
+$213,718 QoQ
Shares Held
20,048
+20.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,289
of 3,000 holders
Holding Since
Dec 2021
19 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, 2026Resurgent Financial Advisors LLC holds $3,497,460 across 4 Utilities - Regulated Electric names. NEE ranks #1 (50.3% 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 | $1,759,612 | 20,048 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,545,894 | 16,644 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,250,682 | 15,579 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,221,503 | 16,181 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,228,109 | 17,691 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,196,552 | 16,879 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,123,884 | 15,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,332,108 | 15,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,101,732 | 15,559 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $925,800 | 14,486 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $888,504 | 14,628 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,012,887 | 17,680 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,308,071 | 17,629 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,446,560 | 18,767 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,558,889 | 18,647 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,423,768 | 18,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,117,050 | 14,421 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $976,536 | 11,528 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $970,103 | 10,391 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||