Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$447,627
+$105,550 QoQ
Shares Held
5,100
+38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#2,155
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, 2026Parkwoods Wealth Partners, LLC holds $692,278 across 2 Utilities - Regulated Electric names. NEE ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,100 | $447,627 | |
| 2 | ETR |
Entergy Corp /De/
|
2,130 | $244,651 |
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,627 | 5,100 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $342,077 | 3,683 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $295,590 | 3,682 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $277,576 | 3,677 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $254,424 | 3,665 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $237,977 | 3,357 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $240,663 | 3,357 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $283,767 | 3,357 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||