Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$671,001
+$231,772 QoQ
Shares Held
7,645
+61.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,839
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, 2026High Net Worth Advisory Group LLC holds $3,857,749 across 5 Utilities - Regulated Electric names. NEE ranks #3 (17.4% 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 | $671,001 | 7,645 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $439,229 | 4,729 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $379,483 | 4,727 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $368,844 | 4,886 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $425,475 | 6,129 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $442,778 | 6,246 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $453,295 | 6,323 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $544,373 | 6,440 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $509,053 | 7,189 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $464,050 | 7,261 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $563,727 | 9,281 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $621,023 | 10,840 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $895,297 | 12,066 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $924,035 | 11,988 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $938,075 | 11,221 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $436,038 | 5,561 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $430,677 | 5,560 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $496,400 | 5,860 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $668,364 | 7,159 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||