Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,003,219
-$183,131 QoQ
Shares Held
91,184
+3.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#652
of 3,000 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BURLING WEALTH PARTNERS, LLC holds $9,063,398 across 3 Utilities - Regulated Electric names. NEE ranks #1 (88.3% 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 | $8,003,219 | 91,184 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,186,350 | 88,139 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,908,896 | 86,060 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,690,209 | 75,377 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,858,358 | 69,985 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,525,759 | 63,842 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,223,688 | 58,916 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||