Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$516,877
-$26,563 QoQ
Shares Held
5,889
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,033
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, 2026Embree Financial Group holds $1,200,953 across 4 Utilities - Regulated Electric names. NEE ranks #1 (43.0% 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 | $516,877 | 5,889 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $543,440 | 5,851 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $370,652 | 4,617 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $351,707 | 4,659 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $312,181 | 4,497 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $601,288 | 8,482 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $604,561 | 8,433 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $669,562 | 7,921 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $558,620 | 7,889 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $510,896 | 7,994 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $487,681 | 8,029 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||