Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$63,457
-$3,695 QoQ
Shares Held
723
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,836
of 3,000 holders
Holding Since
Dec 2023
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, 2026Wiser Advisor Group LLC holds $142,769 across 6 Utilities - Regulated Electric names. NEE ranks #1 (44.4% 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 | $63,457 | 723 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $67,152 | 723 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $70,004 | 872 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $65,827 | 872 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $61,816 | 872 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $62,513 | 872 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $73,710 | 872 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $61,746 | 872 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $55,729 | 872 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $52,965 | 872 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||