Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$350,553
-$20,409 QoQ
Shares Held
3,994
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#2,318
of 2,993 holders
Holding Since
Dec 2025
3 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, 2026Belleair Asset Management, LLC holds $1,240,032 across 4 Utilities - Regulated Electric names. NEE ranks #1 (28.3% 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 | $350,553 | 3,994 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $370,962 | 3,994 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $320,638 | 3,994 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||