Position in NEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$654,149
+$77,365 QoQ
Shares Held
7,453
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#1,860
of 3,000 holders
Holding Since
Sep 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 Jun 30, 2026Paladin Wealth, LLC holds $1,083,540 across 3 Utilities - Regulated Electric names. NEE ranks #1 (60.4% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,149 | 7,453 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $576,784 | 6,210 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $559,230 | 6,966 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $744,104 | 9,857 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $699,059 | 10,070 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $656,157 | 9,256 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $610,225 | 8,512 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $635,241 | 7,515 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||