Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$273,930
-$3,688 QoQ
Shares Held
3,121
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,476
of 3,000 holders
Holding Since
Sep 2023
11 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, 2026STAR Financial Bank holds $811,322 across 3 Utilities - Regulated Electric names. NEE ranks #2 (33.8% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,930 | 3,121 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $277,618 | 2,989 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $269,499 | 3,357 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $369,599 | 4,896 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $207,982 | 2,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,630 | 3,338 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $278,779 | 3,298 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $287,063 | 4,054 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $239,342 | 3,745 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $239,619 | 3,945 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $254,081 | 4,435 | Shares | Sole | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||