Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$256
-$24 QoQ
Shares Held
3,606
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,999
of 3,000 holders
Holding Since
Mar 2026
2 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, 2026Forum Finance Group S.A. holds $588 across 2 Utilities - Regulated Electric names. NEE ranks #2 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
3,000 | $332 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,606 | $256 |
All Filings in NEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256 | 3,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $280 | 3,745 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||