Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$671,001
-$63,215 QoQ
Shares Held
7,645
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,840
of 3,000 holders
Holding Since
Mar 2025
6 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, 2026Brookwood Investment Group LLC holds $1,220,937 across 3 Utilities - Regulated Electric names. NEE ranks #1 (55.0% 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 | $671,001 | 7,645 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $734,216 | 7,905 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $641,678 | 7,993 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $602,485 | 7,981 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $210,134 | 3,027 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $574,350 | 8,102 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||