Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$267,171
-$15,555 QoQ
Shares Held
3,044
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#2,493
of 3,000 holders
Holding Since
Dec 2021
18 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, 2026Meridian Financial Advisors, LLC holds $1,536,081 across 5 Utilities - Regulated Electric names. NEE ranks #4 (17.4% of the industry book) .
All Filings in NEE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,171 | 3,044 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $282,726 | 3,044 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $244,372 | 3,044 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $226,620 | 3,002 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $208,398 | 3,002 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $212,811 | 3,002 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $215,213 | 3,002 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $279,118 | 3,302 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $233,814 | 3,302 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $211,030 | 3,302 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $200,563 | 3,302 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $215,328 | 2,902 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $223,686 | 2,902 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $242,607 | 2,902 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $227,545 | 2,902 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $224,788 | 2,902 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $245,828 | 2,902 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $270,930 | 2,902 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||