Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$684,606
-$39,858 QoQ
Shares Held
7,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
#1,818
of 2,988 holders
Holding Since
Dec 2022
15 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, 2026Tanglewood Legacy Advisors, LLC holds $1,604,260 across 6 Utilities - Regulated Electric names. NEE ranks #1 (42.7% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,606 | 7,800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $724,464 | 7,800 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $626,184 | 7,800 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $588,822 | 7,800 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $541,476 | 7,800 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $552,942 | 7,800 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $559,182 | 7,800 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $659,334 | 7,800 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $552,318 | 7,800 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $498,498 | 7,800 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $473,772 | 7,800 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $446,862 | 7,800 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $578,760 | 7,800 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $601,224 | 7,800 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $652,080 | 7,800 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||