Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,413,886
-$113,990 QoQ
Shares Held
16,109
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#1,407
of 2,988 holders
Holding Since
Mar 2025
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 Jun 30, 2026Strategies Wealth Advisors, LLC holds $2,664,576 across 4 Utilities - Regulated Electric names. NEE ranks #1 (53.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,413,886 | 16,109 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,527,876 | 16,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,537,763 | 19,155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,179,455 | 15,624 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $798,538 | 11,503 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $331,623 | 4,678 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||