Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,555,123
-$205,959 QoQ
Shares Held
40,505
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#924
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, 2026Chancellor Financial Group WB LP holds $5,047,745 across 3 Utilities - Regulated Electric names. NEE ranks #1 (70.4% 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 | $3,555,123 | 40,505 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,761,082 | 40,494 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,248,931 | 40,470 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,043,756 | 40,320 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,794,502 | 40,255 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,835,032 | 39,992 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,865,807 | 39,975 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||