Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$300,173
-$17,476 QoQ
Shares Held
3,420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,409
of 2,988 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, 2026Gratus Wealth Advisors, LLC holds $4,507,961 across 5 Utilities - Regulated Electric names. NEE ranks #4 (6.7% 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 | $300,173 | 3,420 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $317,649 | 3,420 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $274,557 | 3,420 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $280,822 | 3,720 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $268,863 | 3,873 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $263,710 | 3,720 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $266,686 | 3,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $314,451 | 3,720 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $266,953 | 3,770 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $237,745 | 3,720 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $225,952 | 3,720 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||