Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$411,465
-$23,956 QoQ
Shares Held
4,688
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,217
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $519,422 across 6 Utilities - Regulated Electric names. NEE ranks #1 (79.2% 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 | $411,465 | 4,688 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $435,421 | 4,688 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $166,581 | 2,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $255,156 | 3,380 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $234,639 | 3,380 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $239,608 | 3,380 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,312 | 3,380 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||