Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,060,291
-$350,247 QoQ
Shares Held
57,654
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#786
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, 2026Rockline Wealth Management, LLC holds $12,608,691 across 3 Utilities - Regulated Electric names. NEE ranks #1 (40.1% 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 | $5,060,291 | 57,654 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,410,538 | 58,253 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,851,561 | 60,433 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,474,745 | 59,276 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,214,835 | 60,715 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,307,772 | 60,767 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,193,721 | 58,498 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,692,260 | 55,510 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,825,156 | 54,020 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,281,970 | 51,353 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,058,927 | 50,361 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||