Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,015,325
+$1,178,234 QoQ
Shares Held
148,289
+16.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#495
of 3,000 holders
Holding Since
Dec 2023
11 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, 2026TrueMark Investments, LLC holds $23,474,627 across 3 Utilities - Regulated Electric names. NEE ranks #1 (55.4% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,015,325 | 148,289 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $11,837,091 | 127,445 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,849,761 | 135,149 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,424,398 | 124,843 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,073,412 | 101,893 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,634,665 | 93,591 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,629,023 | 64,570 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,495,021 | 88,667 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $5,829,079 | 82,320 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,020,961 | 47,269 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,893,532 | 47,638 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||