Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,011,549
-$158,181 QoQ
Shares Held
11,525
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,605
of 2,997 holders
Holding Since
Dec 2024
7 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, 2026PUREfi Wealth, LLC holds $1,923,862 across 3 Utilities - Regulated Electric names. NEE ranks #1 (52.6% of the industry book) .
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,011,549 | 11,525 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,169,730 | 12,594 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,002,456 | 12,487 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,024,776 | 13,575 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $890,728 | 12,831 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $718,328 | 10,133 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $424,261 | 5,918 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||