Position in NEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$28,261
-$1,460 QoQ
Shares Held
322
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,891
of 3,000 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $112,267 across 4 Utilities - Regulated Electric names. NEE ranks #2 (25.2% of the industry book) .
All Filings in NEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,261 | 322 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $29,721 | 320 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $23,779 | 315 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $22,080 | 308 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||