Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$279,018
-$73,087 QoQ
Shares Held
3,179
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,462
of 3,000 holders
Holding Since
Mar 2022
14 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, 2026Worth Asset Management, LLC holds $479,433 across 2 Utilities - Regulated Electric names. NEE ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,179 | $279,018 | |
| 2 | SO |
Southern Co
|
2,094 | $200,415 |
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,018 | 3,179 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $352,105 | 3,791 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $289,729 | 3,609 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $218,542 | 2,895 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $202,034 | 2,850 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $201,950 | 2,817 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $238,035 | 2,816 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,003,990 | 28,301 | Shares | Sole | 2024-07-11 | |
| 2023-06-30 | $236,104 | 3,182 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $253,901 | 3,294 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $230,652 | 2,759 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $221,664 | 2,827 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $275,912 | 3,562 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $324,947 | 3,836 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||