Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$703,476
+$13,192 QoQ
Shares Held
8,015
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,801
of 3,000 holders
Holding Since
Dec 2020
16 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, 2026HighPoint Advisor Group LLC holds $7,782,677 across 10 Utilities - Regulated Electric names. NEE ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,660 | $1,321,584 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
11,288 | $1,318,099 | |
| 3 | PCG |
PG&E Corp
|
78,096 | $1,313,574 | |
| 4 | DUK |
Duke Energy CORP
|
5,663 | $716,822 | |
| 5 | NEE |
Nextera Energy Inc
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|
8,015 | $703,476 | |
| 6 | ETR |
Entergy Corp /De/
|
6,060 | $696,051 | |
| 7 | EXC |
Exelon Corp
|
11,881 | $553,892 | |
| 8 | SO |
Southern Co
|
5,280 | $505,348 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,476 | 8,015 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $690,284 | 7,432 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $561,960 | 7,000 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $4,474,443 | 59,272 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,084,742 | 58,841 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,071,850 | 57,439 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,462,344 | 62,245 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,612,453 | 66,396 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,565,262 | 64,472 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,800 | 64,358 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,900,844 | 64,222 | Shares | Sole | 2024-03-26 | |
| 2022-06-30 | $4,604,609 | 59,445 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $4,135,883 | 52,673 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,440,841 | 60,601 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,945,859 | 52,187 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $3,970,756 | 51,468 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||