Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$435,778
+$34,537 QoQ
Shares Held
4,965
+14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,172
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, 2026MIDLAND WEALTH ADVISORS, LLC holds $1,477,143 across 4 Utilities - Regulated Electric names. NEE ranks #2 (29.5% of the industry book) .
All Filings in NEE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,778 | 4,965 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $401,241 | 4,320 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $304,421 | 3,792 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $298,260 | 3,951 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $332,105 | 4,784 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $356,576 | 5,030 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $442,757 | 6,176 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $552,572 | 6,537 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $513,938 | 7,258 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $517,095 | 8,091 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $330,850 | 5,447 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||