Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$228,202
-$50,438 QoQ
Shares Held
2,600
-13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,620
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, 2026Atlas Wealth Partners, LLC holds $3,046,871 across 4 Utilities - Regulated Electric names. NEE ranks #4 (7.5% 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 | $228,202 | 2,600 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $278,640 | 3,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $252,882 | 3,150 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $284,974 | 3,775 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $293,299 | 4,225 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $359,766 | 5,075 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $353,073 | 4,925 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $412,083 | 4,875 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $366,795 | 5,180 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $366 | 5,080 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $288,818 | 4,755 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $243,768 | 4,255 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $299,026 | 4,030 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $306,778 | 3,980 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $332,728 | 3,980 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||