Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$389,259
-$69,196 QoQ
Shares Held
4,435
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,259
of 3,000 holders
Holding Since
Mar 2024
9 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, 2026Rockport Wealth LLC holds $2,115,606 across 5 Utilities - Regulated Electric names. NEE ranks #3 (18.4% of the industry book) .
All Filings in NEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,259 | 4,435 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $458,455 | 4,936 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $395,700 | 4,929 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $374,128 | 4,956 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $335,715 | 4,836 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $275,432 | 3,842 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $305,745 | 3,617 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $256,119 | 3,617 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $231,162 | 3,617 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||