Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,703,001
+$119,490 QoQ
Shares Held
19,403
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,310
of 3,000 holders
Holding Since
Dec 2022
13 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, 2026Fortis Capital Advisors, LLC holds $2,532,286 across 4 Utilities - Regulated Electric names. NEE ranks #1 (67.3% of the industry book) .
All Filings in NEE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,703,001 | 19,403 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,583,511 | 17,049 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,289,537 | 16,063 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $1,205,342 | 17,003 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,318,092 | 18,386 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,022,982 | 12,102 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,201,574 | 16,969 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,140,410 | 17,844 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $439,939 | 7,243 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $245,430 | 4,284 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $389,253 | 5,246 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $383,473 | 4,975 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $433,800 | 5,189 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||