Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$808,976
+$49,961 QoQ
Shares Held
9,217
+12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#1,726
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026GENTRY PRIVATE WEALTH, LLC holds $2,103,280 across 4 Utilities - Regulated Electric names. NEE ranks #1 (38.5% of the industry book) .
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,976 | 9,217 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $759,015 | 8,172 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $410,792 | 5,117 | Shares | Defined | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||