Position in NEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$56,523
-$3,291 QoQ
Shares Held
644
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#2,847
of 3,000 holders
Holding Since
Mar 2025
6 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, 2026Sarver Vrooman Wealth Advisors holds $115,630 across 3 Utilities - Regulated Electric names. NEE ranks #1 (48.9% 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 | $56,523 | 644 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $59,814 | 644 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $51,700 | 644 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $49,898 | 661 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $45,886 | 661 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $46,858 | 661 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||