Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$486,772
-$35,027 QoQ
Shares Held
5,546
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#2,080
of 3,000 holders
Holding Since
Dec 2022
15 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, 2026Sound Stewardship, LLC holds $1,556,249 across 4 Utilities - Regulated Electric names. NEE ranks #2 (31.3% of the industry book) .
All Filings in NEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,772 | 5,546 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $521,799 | 5,618 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $459,683 | 5,726 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $433,614 | 5,744 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $413,326 | 5,954 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $423,355 | 5,972 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $453,869 | 6,331 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $538,540 | 6,371 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $473,223 | 6,683 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $427,110 | 6,683 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $418,923 | 6,897 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $422,857 | 7,381 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $547,670 | 7,381 | Shares | Sole | 2023-10-26 | |
| 2023-03-31 | $586,655 | 7,611 | Shares | Sole | 2023-10-26 | |
| 2022-12-31 | $636,279 | 7,611 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||