Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,856,964
-$297,372 QoQ
Shares Held
43,944
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#893
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, 2026RFG Advisory, LLC holds $23,364,074 across 14 Utilities - Regulated Electric names. NEE ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
112,668 | $10,783,454 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
43,944 | $3,856,964 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
24,716 | $2,886,087 | |
| 4 | DUK |
Duke Energy CORP
|
11,978 | $1,516,175 | |
| 5 | XEL |
Xcel Energy Inc
|
7,926 | $636,457 | |
| 6 | D |
Dominion Energy, Inc
|
8,737 | $596,649 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,656 | $500,177 | |
| 8 | ETR |
Entergy Corp /De/
|
4,181 | $480,229 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,856,964 | 43,944 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,154,336 | 44,728 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,116,357 | 51,275 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,916,496 | 51,881 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,817,891 | 54,997 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,490,340 | 49,236 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,647,881 | 78,782 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,926,313 | 70,109 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $4,173,328 | 58,937 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,507,955 | 54,889 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,632,023 | 26,869 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,871,148 | 32,661 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,116,325 | 41,999 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,350,205 | 43,464 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,671,712 | 43,920 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,641,281 | 46,439 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,669,047 | 47,367 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,675,566 | 43,390 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,015,040 | 43,006 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,572,738 | 45,501 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,101,869 | 42,329 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,011,773 | 39,833 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,014,019 | 39,067 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,865,807 | 10,325 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,283,296 | 9,507 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,035,387 | 4,303 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||