Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,250,422
-$110,401 QoQ
Shares Held
25,640
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,130
of 3,000 holders
Holding Since
Sep 2025
4 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, 2026SIERRA SUMMIT ADVISORS LLC holds $5,562,432 across 4 Utilities - Regulated Electric names. NEE ranks #1 (40.5% of the industry book) .
All Filings in NEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,250,422 | 25,640 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,360,823 | 25,418 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $845,990 | 10,538 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $777,018 | 10,293 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||