Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$582,266
-$103,095 QoQ
Shares Held
6,634
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,940
of 3,000 holders
Holding Since
Sep 2024
8 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, 2026United Advisor Group, LLC holds $2,951,498 across 4 Utilities - Regulated Electric names. NEE ranks #3 (19.7% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,266 | 6,634 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $685,361 | 7,379 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $550,239 | 6,854 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $413,609 | 5,479 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $290,383 | 4,183 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $227,273 | 3,206 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $309,915 | 4,323 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $234,993 | 2,780 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||