Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$413,133
-$24,053 QoQ
Shares Held
4,707
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,214
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026Wealth Management Nebraska holds $1,057,028 across 3 Utilities - Regulated Electric names. NEE ranks #2 (39.1% of the industry book) .
All Filings in NEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,133 | 4,707 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $437,186 | 4,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $416,010 | 5,182 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $338,119 | 4,479 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $357,443 | 5,149 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $325,739 | 4,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,224 | 3,044 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||