Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$351,518
+$34,055 QoQ
Shares Held
4,005
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,320
of 3,000 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026QTR Family Wealth, LLC holds $3,764,696 across 8 Utilities - Regulated Electric names. NEE ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
11,095 | $826,022 | |
| 2 | PCG |
PG&E Corp
|
47,095 | $792,137 | |
| 3 | ES |
Eversource Energy
|
8,593 | $621,016 | |
| 4 | DTE |
Dte Energy Co
|
2,376 | $362,031 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,366 | $354,344 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
4,005 | $351,518 | |
| 7 | PPL |
PPL Corp
|
6,737 | $244,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,555 | $212,739 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,518 | 4,005 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $317,463 | 3,418 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $274,959 | 3,425 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||