Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,057,767
-$148,782 QoQ
Shares Held
23,445
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,171
of 3,000 holders
Holding Since
Mar 2025
4 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $3,016,820 across 3 Utilities - Regulated Electric names. NEE ranks #1 (68.2% of the industry book) .
All Filings in NEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,057,767 | 23,445 | Shares | Other | 2026-08-05 | |
| 2026-03-31 | $2,206,549 | 23,757 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $623,775 | 7,770 | Shares | Other | 2026-02-10 | |
| 2025-03-31 | $279,802 | 3,947 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||