Position in NEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$604,735
-$51,926 QoQ
Shares Held
6,890
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#1,909
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, 2026OMNI 360 Wealth, Inc. holds $1,202,993 across 3 Utilities - Regulated Electric names. NEE ranks #1 (50.3% 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 | $604,735 | 6,890 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $656,661 | 7,070 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $567,579 | 7,070 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $533,714 | 7,070 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $491,979 | 7,087 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $502,397 | 7,087 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $510,719 | 7,124 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $623,155 | 7,372 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $527,888 | 7,455 | Shares | Sole | 2025-10-27 | |
| 2024-03-31 | $478,877 | 7,493 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $458,769 | 7,553 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||