Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,585,879
-$330,460 QoQ
Shares Held
29,462
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#1,059
of 3,000 holders
Holding Since
Jun 2023
12 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, 2026PFW Advisors LLC holds $4,377,856 across 3 Utilities - Regulated Electric names. NEE ranks #1 (59.1% of the industry book) .
All Filings in NEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,585,879 | 29,462 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,916,339 | 31,399 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,523,441 | 31,433 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,445,649 | 32,397 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,254,553 | 32,477 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,363,968 | 33,347 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,368,780 | 33,042 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $2,335,101 | 32,977 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,174,985 | 34,032 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $2,089,456 | 34,400 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,879,570 | 32,808 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,251,302 | 30,341 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||