Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,005,983
-$295,769 QoQ
Shares Held
22,855
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#1,188
of 3,000 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lantern Wealth Advisors, LLC holds $3,086,130 across 4 Utilities - Regulated Electric names. NEE ranks #1 (65.0% of the industry book) .
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,005,983 | 22,855 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,301,752 | 24,782 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,956,102 | 24,366 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,826,858 | 24,200 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $1,638,312 | 23,600 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,572,806 | 21,939 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,753,997 | 20,750 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,483,540 | 20,951 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,083,274 | 16,950 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $841,249 | 13,850 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||