Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,067,841
-$22,843 QoQ
Shares Held
11,497
-15.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Mar 31, 2026Brown Financial Advisors holds $2,411,440 across 4 Utilities - Regulated Electric names. NEE ranks #1 (44.3% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,067,841 | 11,497 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,090,684 | 13,586 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,529,880 | 20,266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,406,171 | 20,256 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,404,756 | 19,816 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,258,733 | 17,558 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,352,818 | 16,004 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,489,275 | 21,032 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||