Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$310,705
-$219,918 QoQ
Shares Held
3,540
-38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,390
of 2,999 holders
Holding Since
Mar 2022
18 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, 2026Athena Investment Management holds $1,006,451 across 4 Utilities - Regulated Electric names. NEE ranks #1 (30.9% of the industry book) .
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,705 | 3,540 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $530,623 | 5,713 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $458,639 | 5,713 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $436,936 | 5,788 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $401,802 | 5,788 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $410,311 | 5,788 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $427,129 | 5,958 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $503,629 | 5,958 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $421,885 | 5,958 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $380,775 | 5,958 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $352,777 | 5,808 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $304,381 | 5,313 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $394,224 | 5,313 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $409,526 | 5,313 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $444,166 | 5,313 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $382,248 | 4,875 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $399,925 | 5,163 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $437,357 | 5,163 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||