Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$892,884
-$76,597 QoQ
Shares Held
10,173
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,679
of 3,000 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026XXI WEALTH, LLC holds $1,807,543 across 4 Utilities - Regulated Electric names. NEE ranks #1 (49.4% of the industry book) .
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $892,884 | 10,173 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $969,481 | 10,438 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $878,905 | 10,948 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||