Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$254,181
-$13,777 QoQ
Shares Held
2,896
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,535
of 2,999 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, 2026Fortitude Advisory Group L.L.C. holds $1,079,441 across 4 Utilities - Regulated Electric names. NEE ranks #3 (23.5% 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 | $254,181 | 2,896 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $267,958 | 2,885 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $235,541 | 2,934 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,487 | 2,934 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $213,466 | 3,075 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $229,541 | 3,238 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $237,437 | 3,312 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $301,687 | 3,569 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $219,227 | 3,096 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $214,290 | 3,353 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $540,343 | 8,896 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $282,554 | 4,932 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $247,902 | 3,341 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $317,569 | 4,120 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $334,400 | 4,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $311,836 | 3,977 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $291,636 | 3,765 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $318,933 | 3,765 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $344,685 | 3,692 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||