NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in NEE — Nextera Energy Inc
CIK 1109767
CEDAR RAPIDS, IA
Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,454,766
-$99,604 QoQ
Shares Held
50,755
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#838
of 2,993 holders
Holding Since
Mar 2020
26 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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. NEE ranks #1 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,454,766 | 50,755 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,554,370 | 49,035 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,884,428 | 48,386 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,674,928 | 48,681 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,416,921 | 49,221 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,678,694 | 51,893 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,434,886 | 61,862 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,120,827 | 60,580 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,777,784 | 53,351 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,957,371 | 46,274 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,812,808 | 46,309 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,694,864 | 47,039 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,699,018 | 49,852 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,972,626 | 51,539 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,917,245 | 46,857 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,242,563 | 15,847 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,259,809 | 16,264 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,411,014 | 16,657 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,480,036 | 15,853 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,165,472 | 14,843 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,346,572 | 32,022 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,553,803 | 33,776 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,741,139 | 35,530 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,290,425 | 8,252 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,980,441 | 8,246 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,991,611 | 8,277 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||