Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$500,376
-$50,309 QoQ
Shares Held
5,701
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,054
of 2,988 holders
Holding Since
Jun 2022
15 quarters on record
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,162,346 across 3 Utilities - Regulated Electric names. NEE ranks #1 (43.0% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,376 | 5,701 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $550,685 | 5,929 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $456,311 | 5,684 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $450,524 | 5,968 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $525,717 | 7,573 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,414,893 | 19,959 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $512,296 | 7,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $593,400 | 7,020 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $6,717 | 425,735 | Shares | Sole | 2024-04-12 | |
| 2023-09-30 | $397,363 | 6,936 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $500,553 | 6,746 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $517,900 | 6,719 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $582,190 | 6,964 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $536,716 | 6,845 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $401,785 | 5,187 | Shares | Sole | 2022-08-17 | |
| No filing history on record for this holder in this stock. | ||||||