Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$562,079
New position
Shares Held
6,404
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,972
of 3,000 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MOR Wealth Management, LLC holds $562,079 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
6,404 | $562,079 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,079 | 6,404 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||