Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$284,287
-$30,483 QoQ
Shares Held
3,239
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#2,448
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, 2026Bestgate Wealth Advisors, LLC holds $623,774 across 2 Utilities - Regulated Electric names. NEE ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,682 | $339,487 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,239 | $284,287 |
All Filings in NEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,287 | 3,239 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $314,770 | 3,389 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $272,068 | 3,389 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $255,835 | 3,389 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $235,264 | 3,389 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $240,246 | 3,389 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $239,803 | 3,345 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||