Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$203,187
-$9,322 QoQ
Shares Held
2,315
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,722
of 3,000 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, 2026Great Waters Wealth Management holds $1,295,095 across 3 Utilities - Regulated Electric names. NEE ranks #3 (15.7% of the industry book) .
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,187 | 2,315 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $212,509 | 2,288 | Shares | Sole | 2026-04-17 | |
| 2024-09-30 | $200,167 | 2,368 | Shares | Sole | 2024-10-04 | |
| No filing history on record for this holder in this stock. | ||||||