Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$235,399
New position
Shares Held
2,682
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#2,604
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, 2026Kroeger Financial Partners holds $299,183 across 3 Utilities - Regulated Electric names. NEE ranks #1 (78.7% of the industry book) .
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,399 | 2,682 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||