Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$542,945
-$21,951 QoQ
Shares Held
6,186
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1,994
of 3,000 holders
Holding Since
Sep 2024
8 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, 2026Aspen Wealth Strategies, LLC holds $2,469,845 across 3 Utilities - Regulated Electric names. NEE ranks #3 (22.0% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,945 | 6,186 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $564,896 | 6,082 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $459,843 | 5,728 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $431,274 | 5,713 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $473,791 | 6,825 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $531,958 | 7,504 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $528,355 | 7,370 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $495,261 | 5,859 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||