Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,187,785
-$812,301 QoQ
Shares Held
70,500
-6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#728
of 3,000 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First National Advisers, LLC holds $13,958,418 across 6 Utilities - Regulated Electric names. NEE ranks #1 (44.3% of the industry book) .
All Filings in NEE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,187,785 | 70,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $7,000,086 | 75,367 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,064,078 | 87,993 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,504,007 | 99,404 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,752,483 | 97,270 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,768,435 | 95,478 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,053,431 | 84,439 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,924,866 | 81,922 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,424,470 | 76,606 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,434,459 | 69,386 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,313,245 | 54,548 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,454,302 | 42,840 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,760,394 | 23,725 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,510,613 | 19,598 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,583,634 | 18,943 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,318,542 | 16,816 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,029,908 | 13,296 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||