Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$260,501
-$288,605 QoQ
Shares Held
2,968
-49.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#2,515
of 2,999 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, 2026ORBA Wealth Advisors, L.L.C. holds $536,258 across 2 Utilities - Regulated Electric names. NEE ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
5,915 | $275,757 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,968 | $260,501 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,501 | 2,968 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $549,106 | 5,912 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $474,615 | 5,912 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $473,322 | 6,270 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $435,263 | 6,270 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $262,222 | 3,699 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $265,181 | 3,699 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $315,381 | 3,731 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $266,316 | 3,761 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $212,181 | 3,320 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,656 | 3,320 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||