Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$983,989
-$53,666 QoQ
Shares Held
11,211
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,623
of 3,000 holders
Holding Since
Mar 2024
10 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, 2026EAGLE WEALTH STRATEGIES LLC holds $1,826,068 across 4 Utilities - Regulated Electric names. NEE ranks #1 (53.9% of the industry book) .
All Filings in NEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,989 | 11,211 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,037,655 | 11,172 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $894,961 | 11,148 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $843,147 | 11,169 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $774,310 | 11,154 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $780,144 | 11,005 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $776,474 | 10,831 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $904,809 | 10,704 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $803,976 | 11,354 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $730,235 | 11,426 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||