Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$431,828
-$5,822 QoQ
Shares Held
4,920
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,173
of 2,988 holders
Holding Since
Dec 2021
11 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, 2026GDS Wealth Management holds $1,295,421 across 4 Utilities - Regulated Electric names. NEE ranks #1 (33.3% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,828 | 4,920 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $437,650 | 4,712 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $397,386 | 4,950 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $290,636 | 3,850 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $222,213 | 3,201 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $226,918 | 3,201 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $220,876 | 3,081 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $260,436 | 3,081 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $218,165 | 3,081 | Shares | Sole | 2024-08-09 | |
| 2022-12-31 | $202,395 | 2,421 | Shares | Sole | 2023-01-26 | |
| 2021-12-31 | $258,793 | 2,772 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||