Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$14,043
-$817 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,920
of 2,993 holders
Holding Since
Dec 2021
16 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, 2026VALLEY WEALTH MANAGERS, INC. holds $10,329,307 across 4 Utilities - Regulated Electric names. NEE ranks #4 (0.1% of the industry book) .
All Filings in NEE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,043 | 160 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $14,860 | 160 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $12,844 | 160 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,078 | 160 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $11,107 | 160 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $32,977 | 460 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $38,883 | 460 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $32,572 | 460 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $36,444 | 600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $34,374 | 600 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $44,520 | 600 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $46,248 | 600 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $66,880 | 800 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $65,864 | 840 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $75,600 | 976 | Shares | Defined | 2022-11-16 | |
| 2021-12-31 | $213,420 | 2,286 | Shares | Sole | 2022-02-02 | |
| No filing history on record for this holder in this stock. | ||||||