Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$669,860
-$39,000 QoQ
Shares Held
7,632
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,841
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, 2026BARLOW WEALTH PARTNERS, LLC holds $1,355,802 across 3 Utilities - Regulated Electric names. NEE ranks #1 (49.4% of the industry book) .
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,860 | 7,632 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $708,860 | 7,632 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $612,696 | 7,632 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $558,022 | 7,392 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $582,572 | 8,392 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $594,908 | 8,392 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $601,622 | 8,392 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $956,879 | 11,320 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $801,569 | 11,320 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $723,461 | 11,320 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $632,910 | 10,420 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||