Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$457,983
-$31,401 QoQ
Shares Held
5,218
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,134
of 3,000 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, 2026LBMC INVESTMENT ADVISORS, LLC holds $2,214,261 across 2 Utilities - Regulated Electric names. NEE ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
18,350 | $1,756,278 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
5,218 | $457,983 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,983 | 5,218 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $489,384 | 5,269 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $436,080 | 5,432 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $393,906 | 5,218 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $367,856 | 5,299 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $375,646 | 5,299 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $379,813 | 5,298 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $447,755 | 5,297 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $375,080 | 5,297 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $338,467 | 5,296 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $321,679 | 5,296 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $303,350 | 5,295 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $392,889 | 5,295 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $408,061 | 5,294 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $442,578 | 5,294 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $415,024 | 5,293 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $409,995 | 5,293 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $448,370 | 5,293 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $503,583 | 5,394 | Shares | Sole | 2022-03-17 | |
| 2021-09-30 | $433,037 | 5,515 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $404,139 | 5,515 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $416,989 | 5,515 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $406,811 | 5,273 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $365,268 | 1,316 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $311,740 | 1,298 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $312,324 | 1,298 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||