Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$349,324
-$18,202 QoQ
Shares Held
3,980
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,325
of 3,000 holders
Holding Since
Mar 2025
6 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, 2026Powers Advisory Group, LLC holds $4,094,286 across 6 Utilities - Regulated Electric names. NEE ranks #5 (8.5% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,324 | 3,980 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $367,526 | 3,957 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $303,940 | 3,786 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $261,270 | 3,461 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $238,388 | 3,434 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $223,232 | 3,149 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||