Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$533,904
-$17,338 QoQ
Shares Held
6,083
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,010
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, 2026BankPlus Wealth Management LLC holds $1,038,567 across 3 Utilities - Regulated Electric names. NEE ranks #1 (51.4% 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 | $533,904 | 6,083 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $551,242 | 5,935 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $647,939 | 8,071 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $630,718 | 8,355 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $545,432 | 7,857 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $525,507 | 7,413 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $509,572 | 7,108 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||