Position in NEE
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$23,849
+$165 QoQ
Shares Held
269
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,895
of 2,993 holders
Holding Since
Dec 2024
6 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, 2026Noble Wealth Management PBC holds $78,213 across 7 Utilities - Regulated Electric names. NEE ranks #2 (30.5% of the industry book) .
All Filings in NEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,849 | 269 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $23,684 | 255 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $20,471 | 255 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $19,249 | 255 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $5,671 | 80 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,452 | 90 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||