Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$944,492
-$79,695 QoQ
Shares Held
10,761
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,647
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026Pitcairn Wealth Advisors LLC holds $2,208,201 across 3 Utilities - Regulated Electric names. NEE ranks #1 (42.8% of the industry book) .
All Filings in NEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,492 | 10,761 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,024,187 | 11,027 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $885,247 | 11,027 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||