Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$236,101
-$19,319 QoQ
Shares Held
2,690
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,602
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026Discipline Wealth Solutions, LLC holds $1,060,394 across 3 Utilities - Regulated Electric names. NEE ranks #3 (22.3% of the industry book) .
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,101 | 2,690 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $255,420 | 2,750 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $218,522 | 2,722 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||