Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$657,660
+$14,931 QoQ
Shares Held
7,493
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,853
of 2,997 holders
Holding Since
Mar 2020
9 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, 2026Retirement Planning Group, LLC holds $11,889,618 across 11 Utilities - Regulated Electric names. NEE ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
31,992 | $4,049,547 | |
| 2 | SO |
Southern Co
|
25,513 | $2,441,849 | |
| 3 | EVRG |
Evergy, Inc.
|
23,713 | $2,049,514 | |
| 4 | NEE |
Nextera Energy Inc
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|
7,493 | $657,660 | |
| 5 | PPL |
PPL Corp
|
16,603 | $603,519 | |
| 6 | ED |
Consolidated Edison Inc
|
4,354 | $481,683 | |
| 7 | FE |
Firstenergy Corp
|
10,005 | $475,637 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,458 | $361,811 |
All Filings in NEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,660 | 7,493 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $642,729 | 6,920 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $606,114 | 7,550 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $628,831 | 8,330 | Shares | Sole | 2025-10-27 | |
| 2021-12-31 | $228,638 | 2,449 | Shares | Sole | 2022-01-20 | |
| 2021-03-31 | $228,115 | 3,017 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $232,761 | 3,017 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $223,158 | 804 | Shares | Sole | 2020-10-15 | |
| 2020-03-31 | $204,045 | 848 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||