Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$81,099
-$24,319 QoQ
Shares Held
924
-18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,816
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, 2026Boreal Capital Management LLC holds $143,964 across 6 Utilities - Regulated Electric names. NEE ranks #1 (56.3% of the industry book) .
All Filings in NEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,099 | 924 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $105,418 | 1,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $45,759 | 570 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $43,029 | 570 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $31,239 | 450 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||