Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$426,649
-$79,732 QoQ
Shares Held
4,861
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,192
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, 2026TRITONPOINT WEALTH, LLC holds $1,866,627 across 4 Utilities - Regulated Electric names. NEE ranks #2 (22.9% 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 | $426,649 | 4,861 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $506,381 | 5,452 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $414,726 | 5,166 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $531,676 | 7,043 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $478,095 | 6,887 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $453,483 | 6,397 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $470,859 | 6,568 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $573,113 | 6,780 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $435,339 | 6,148 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $397,584 | 6,221 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $345,853 | 5,694 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||