Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,601,781
-$147,173 QoQ
Shares Held
52,430
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#824
of 3,000 holders
Holding Since
Jun 2025
5 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, 2026HORAN Wealth, LLC holds $6,071,312 across 3 Utilities - Regulated Electric names. NEE ranks #1 (75.8% of the industry book) .
All Filings in NEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,601,781 | 52,430 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,748,954 | 51,130 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,003,081 | 49,864 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,736,075 | 49,491 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,208,939 | 46,225 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||