Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$900,695
-$52,439 QoQ
Shares Held
10,262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#1,672
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, 2026POWER WEALTH MANAGEMENT LLC holds $1,994,244 across 5 Utilities - Regulated Electric names. NEE ranks #1 (45.2% 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 | $900,695 | 10,262 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $953,134 | 10,262 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,063,790 | 13,251 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,050,065 | 13,910 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,001,522 | 14,427 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,022,942 | 14,430 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,123,740 | 15,675 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $249,278 | 2,949 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $207,968 | 2,937 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $321,147 | 5,025 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $328,238 | 5,404 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||