Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,847,537
-$262,627 QoQ
Shares Held
55,230
+0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#805
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $36,052,907 across 32 Utilities - Regulated Electric names. NEE ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
41,174 | $5,211,804 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
55,230 | $4,847,537 | |
| 3 | PPL |
PPL Corp
|
123,238 | $4,479,701 | |
| 4 | SO |
Southern Co
|
35,414 | $3,389,473 | |
| 5 | ETR |
Entergy Corp /De/
|
24,127 | $2,771,227 | |
| 6 | EIX |
Edison International
|
27,478 | $2,045,737 | |
| 7 | D |
Dominion Energy, Inc
|
25,484 | $1,740,302 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
14,731 | $1,720,138 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,847,537 | 55,230 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,110,164 | 55,019 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,122,137 | 51,347 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,770,574 | 49,948 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,456,352 | 49,789 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,847,554 | 54,275 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,999,660 | 69,740 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,853,543 | 57,418 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,119,867 | 58,182 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,487,888 | 54,575 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,272,671 | 53,880 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,482,945 | 60,795 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,518,631 | 60,898 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,169,678 | 67,069 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $18,125 | 112,378 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,382,615 | 94,154 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,741,963 | 87,038 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $7,441,349 | 87,845 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,301,405 | 78,207 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,960,893 | 63,180 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,309,303 | 58,806 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,430,897 | 58,602 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,578,158 | 59,341 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,063,478 | 14,640 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,387,597 | 14,105 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $4,156,951 | 17,276 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||