Position in NEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$702,160
-$46,731 QoQ
Shares Held
8,000
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,803
of 2,993 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, 2026Partnership Wealth Management, LLC holds $2,232,790 across 4 Utilities - Regulated Electric names. NEE ranks #1 (31.4% 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 | $702,160 | 8,000 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $748,891 | 8,063 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $642,240 | 8,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $603,920 | 8,000 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $555,360 | 8,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $567,120 | 8,000 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $573,520 | 8,000 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $676,240 | 8,000 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $566,480 | 8,000 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $511,280 | 8,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $485,920 | 8,000 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||