Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$297,540
-$8,406 QoQ
Shares Held
3,390
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,433
of 3,009 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Management Associates, Inc holds $6,140,768 across 3 Utilities - Regulated Electric names. NEE ranks #3 (4.8% 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 | $297,540 | 3,390 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $305,946 | 3,294 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $269,419 | 3,356 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $255,156 | 3,380 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $373,873 | 5,274 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $226,540 | 2,680 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $238,346 | 3,366 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||