Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,346,040
-$19,481 QoQ
Shares Held
15,336
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,439
of 3,000 holders
Holding Since
Jun 2024
9 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, 2026KPP Advisory Services LLC holds $3,272,714 across 4 Utilities - Regulated Electric names. NEE ranks #1 (41.1% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,346,040 | 15,336 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,365,521 | 14,702 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,220,898 | 15,208 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,088,490 | 14,419 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,068,582 | 15,393 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $966,372 | 13,632 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $825,080 | 11,509 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $973,193 | 11,513 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $736,990 | 10,408 | Shares | Sole | 2024-08-27 | |
| No filing history on record for this holder in this stock. | ||||||