Position in NEE
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$6,405,981
-$175,124 QoQ
Shares Held
72,986
+3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#719
of 2,993 holders
Holding Since
Dec 2024
7 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, 2026Stonebridge Financial Group, LLC holds $15,511,854 across 5 Utilities - Regulated Electric names. NEE ranks #1 (41.3% 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 | $6,405,981 | 72,986 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $6,581,105 | 70,856 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,753,346 | 71,666 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $5,299,020 | 70,195 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,817,053 | 69,390 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,818,038 | 67,965 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,147,051 | 57,847 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||