Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$672,757
-$9,911 QoQ
Shares Held
7,665
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,833
of 3,000 holders
Holding Since
Mar 2023
14 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, 2026NWF Advisory Services Inc. holds $3,147,735 across 3 Utilities - Regulated Electric names. NEE ranks #3 (21.4% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,757 | 7,665 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $682,668 | 7,350 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $726,855 | 9,054 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $653,063 | 8,651 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,000,892 | 28,823 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $1,170,039 | 16,505 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $521,903 | 7,280 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $706,079 | 8,353 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $584,961 | 8,261 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $457,659 | 7,161 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $605,820 | 9,974 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $634,544 | 11,076 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $841,873 | 11,346 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $874,549 | 11,346 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||