Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,369,593
+$1,011,850 QoQ
Shares Held
61,178
+30.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#765
of 2,988 holders
Holding Since
Mar 2023
14 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, 2026Concord Asset Management, LLC/VA holds $10,430,970 across 5 Utilities - Regulated Electric names. NEE ranks #1 (51.5% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,369,593 | 61,178 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,357,743 | 46,918 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,669,357 | 45,707 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,483,561 | 46,146 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,877,940 | 55,862 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,886,969 | 54,831 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,181,745 | 44,382 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,537,157 | 41,845 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,394,935 | 33,822 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $1,987,856 | 31,104 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,571,404 | 25,871 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $1,091,489 | 19,052 | Shares | Sole | 2024-11-07 | |
| 2023-06-30 | $653,182 | 8,803 | Shares | Sole | 2024-11-07 | |
| 2023-03-31 | $588,043 | 7,629 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||