Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$316,585
+$96,368 QoQ
Shares Held
3,607
+52.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,380
of 3,000 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 64%
Shared 36%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $316,585 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
3,607 | $316,585 |
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,585 | 3,607 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $220,217 | 2,371 | Shares | Other | 2026-05-11 | |
| 2025-09-30 | $263,535 | 3,491 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||