Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,975
+$14,370 QoQ
Shares Held
172
+760.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026North Ridge Wealth Advisors, Inc. holds $320,646 across 6 Utilities - Regulated Electric names. NEE ranks #4 (5.0% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,975 | 172 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,605 | 20 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,509 | 20 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,388 | 20 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,417 | 20 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,433 | 20 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||