Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,881,701
+$5,340 QoQ
Shares Held
21,439
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,231
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, 2026AVISO WEALTH MANAGEMENT holds $3,885,891 across 3 Utilities - Regulated Electric names. NEE ranks #1 (48.4% 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 | $1,881,701 | 21,439 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,876,361 | 20,202 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,584,004 | 19,731 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,425,402 | 18,882 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,349,663 | 19,442 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,277,508 | 18,021 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,245,111 | 17,368 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $845,469 | 10,002 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $576,605 | 8,143 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $529,749 | 8,289 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $388,978 | 6,404 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||