Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$325,451
-$13,468 QoQ
Shares Held
3,708
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,359
of 2,993 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UPTICK PARTNERS, LLC holds $2,167,551 across 4 Utilities - Regulated Electric names. NEE ranks #3 (15.0% of the industry book) .
All Filings in NEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,451 | 3,708 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $338,919 | 3,649 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $287,081 | 3,576 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $227,073 | 3,008 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||