Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$443,852
+$2,208 QoQ
Shares Held
5,057
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,153
of 2,988 holders
Holding Since
Dec 2021
16 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $2,441,172 across 4 Utilities - Regulated Electric names. NEE ranks #3 (18.2% of the industry book) .
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,852 | 5,057 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $441,644 | 4,755 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $380,848 | 4,744 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $357,596 | 4,737 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $271,362 | 3,909 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $240,246 | 3,389 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $216,718 | 3,023 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $289,937 | 3,430 | Shares | Sole | 2024-10-10 | |
| 2023-09-30 | $211,400 | 3,690 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $228,461 | 3,079 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $267,390 | 3,469 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $267,687 | 3,202 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $250,441 | 3,194 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $243,921 | 3,149 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $263,448 | 3,110 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $287,642 | 3,081 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||