Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$966,172
-$14,826 QoQ
Shares Held
11,008
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,635
of 3,000 holders
Holding Since
Dec 2024
7 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, 2026Uniting Wealth Partners, LLC holds $2,529,397 across 4 Utilities - Regulated Electric names. NEE ranks #1 (38.2% 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 | $966,172 | 11,008 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $980,998 | 10,562 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $847,515 | 10,557 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $827,294 | 10,959 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $720,857 | 10,384 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $736,121 | 10,384 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $776,689 | 10,834 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||