Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,468,128
-$3,141,250 QoQ
Shares Held
16,727
-73.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,392
of 3,000 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 94%
Shared 6%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Moran Wealth Management, LLC holds $4,740,727 across 2 Utilities - Regulated Electric names. NEE ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
25,854 | $3,272,599 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
16,727 | $1,468,128 |
All Filings in NEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,468,128 | 16,727 | Shares | Sole | 2026-08-05 | |
| 2023-06-30 | $4,609,378 | 62,121 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,262,133 | 81,242 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,525,839 | 90,022 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||