Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$439,113
+$58,345 QoQ
Shares Held
5,003
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,161
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, 2026LeClair Wealth Partners LLC holds $1,153,054 across 3 Utilities - Regulated Electric names. NEE ranks #1 (38.1% 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 | $439,113 | 5,003 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $380,768 | 4,743 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $358,049 | 4,743 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $329,259 | 4,743 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $336,231 | 4,743 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $340,025 | 4,743 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||