Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,379,971
-$138,563 QoQ
Shares Held
27,116
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,100
of 3,000 holders
Holding Since
Jun 2025
5 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, 2026Arista Wealth Management, LLC holds $4,403,454 across 4 Utilities - Regulated Electric names. NEE ranks #1 (54.0% of the industry book) .
All Filings in NEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,379,971 | 27,116 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,518,534 | 27,116 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,176,872 | 27,116 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,046,986 | 27,116 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,893,013 | 27,269 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||