SFMG, LLC

Position in NEE — Nextera Energy Inc

CIK 1512026 PLANO, TX

Position in NEE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$592,096

+$50,513 QoQ

Shares Held

6,746

+15.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,928

of 3,000 holders

Holding Since

Sep 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SFMG, LLC holds $2,263,154 across 5 Utilities - Regulated Electric names. NEE ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	7,675	$616,302
2	NEE	Nextera Energy Inc This page	6,746	$592,096
3	D	Dominion Energy, Inc	5,888	$402,091
4	SO	Southern Co	3,874	$370,780
5	ED	Consolidated Edison Inc	2,548	$281,885

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$592,096	6,746	+15.7%	Shares	Sole	2026-08-13
2026-03-31	$541,583	5,831	+1.8%	Shares	Sole	2026-05-12
2025-12-31	$459,924	5,729	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$435,199	5,765	+5.0%	Shares	Sole	2025-11-13
2025-06-30	$380,976	5,488	+2.3%	Shares	Sole	2025-08-12
2025-03-31	$380,112	5,362	+97.8%	Shares	Sole	2025-05-09
2024-09-30	$229,160	2,711	-9.3%	Shares	Sole	2024-11-25
2024-06-30	$211,651	2,989	-45.9%	Shares	Sole	2024-08-14
2023-03-31	$426,098	5,528	+1.9%	Shares	Sole	2023-05-01
2022-12-31	$453,613	5,426	+0.4%	Shares	Sole	2023-01-25
2022-09-30	$423,727	5,404	+3.6%	Shares	Sole	2022-10-20
2022-06-30	$404,186	5,218	+1.4%	Shares	Sole	2022-08-08
2022-03-31	$436,002	5,147	-18.3%	Shares	Sole	2022-04-21
2021-12-31	$587,981	6,298	-16.0%	Shares	Sole	2022-01-31
2021-09-30	$588,585	7,496	+19.0%	Shares	Sole	2021-11-01
2021-06-30	$461,737	6,301	+25.6%	Shares	Sole	2021-08-06
2021-03-31	$379,259	5,016	+16.9%	Shares	Sole	2021-05-03
2020-12-31	$331,127	4,292	+431.2%	Shares	Sole	2021-02-02
2020-09-30	$224,268	808	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.