Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$564,010
-$33,394 QoQ
Shares Held
6,426
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,970
of 3,000 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, 2026Marble Wealth, LLC holds $7,007,319 across 6 Utilities - Regulated Electric names. NEE ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
47,119 | $4,509,759 | |
| 2 | DUK |
Duke Energy CORP
|
7,987 | $1,010,994 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
6,426 | $564,010 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,974 | $406,872 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,562 | $274,134 | |
| 6 | ETR |
Entergy Corp /De/
|
2,103 | $241,550 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,010 | 6,426 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $597,404 | 6,432 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $790,436 | 9,846 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||