Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$228,114
-$13,281 QoQ
Shares Held
2,599
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,627
of 2,993 holders
Holding Since
Sep 2024
3 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, 2026Forza Wealth Management, LLC holds $759,405 across 2 Utilities - Regulated Electric names. NEE ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
14,616 | $531,291 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,599 | $228,114 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,114 | 2,599 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $241,395 | 2,599 | Shares | Sole | 2026-04-30 | |
| 2024-09-30 | $230,175 | 2,723 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||