Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,012,245
-$500,779 QoQ
Shares Held
68,500
-2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#737
of 2,988 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $20,376,948 across 3 Utilities - Regulated Electric names. NEE ranks #3 (29.5% 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 | $6,012,245 | 68,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,513,024 | 70,123 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,710,878 | 71,137 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,823,056 | 63,890 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $4,503,344 | 64,871 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,813,501 | 67,901 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,855,205 | 67,725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,835,971 | 45,380 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,843,021 | 40,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,464,753 | 38,566 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,447,336 | 40,292 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||