Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$464
+$63 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Bernard Wealth Management Corp. holds $1,825,534 across 5 Utilities - Regulated Electric names. NEE ranks #5 (0.0% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $464 | 5 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $401 | 5 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $377 | 5 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $347 | 5 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,055 | 29 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $788 | 11 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||