Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$796,424
-$46,369 QoQ
Shares Held
9,074
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,729
of 2,988 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, 2026Fiduciary Group, LLC holds $12,399,095 across 7 Utilities - Regulated Electric names. NEE ranks #3 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
90,779 | $8,688,458 | |
| 2 | DUK |
Duke Energy CORP
|
7,767 | $983,146 | |
| 3 | NEE |
Nextera Energy Inc
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|
9,074 | $796,424 | |
| 4 | EIX |
Edison International
|
9,774 | $727,674 | |
| 5 | D |
Dominion Energy, Inc
|
6,481 | $442,587 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,401 | $438,345 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,357 | $322,461 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,424 | 9,074 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $842,793 | 9,074 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $728,460 | 9,074 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $687,260 | 9,104 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $550,222 | 7,926 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $571,798 | 8,066 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $592,016 | 8,258 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $709,037 | 8,388 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $595,512 | 8,410 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $551,862 | 8,635 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $503,838 | 8,295 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $608,362 | 10,619 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $798,837 | 10,766 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $860,058 | 11,158 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $916,590 | 10,964 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $862,823 | 11,004 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $860,425 | 11,108 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $858,366 | 10,133 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $938,548 | 10,053 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $776,405 | 9,888 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $718,583 | 9,806 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $723,738 | 9,572 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $581,093 | 7,532 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,750,342 | 9,909 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,374,320 | 9,886 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,378,769 | 9,886 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||