Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$274,193
+$12,643 QoQ
Shares Held
3,124
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,474
of 3,000 holders
Holding Since
Dec 2024
5 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, 2026Riverbend Wealth Management, LLC holds $1,526,166 across 5 Utilities - Regulated Electric names. NEE ranks #4 (18.0% of the industry book) .
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,193 | 3,124 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $261,550 | 2,816 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $215,230 | 2,681 | Shares | Sole | 2026-01-29 | |
| 2025-03-31 | $543,584 | 7,668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $508,712 | 7,096 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||