Position in NEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$51,257
-$2,984 QoQ
Shares Held
584
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,847
of 2,993 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, 2026Copia Wealth Management holds $404,162 across 5 Utilities - Regulated Electric names. NEE ranks #3 (12.7% 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 | $51,257 | 584 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $54,241 | 584 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $46,883 | 584 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,086 | 584 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $34,987 | 504 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $35,728 | 504 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $36,131 | 504 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||