Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$734,108
-$172,958 QoQ
Shares Held
8,364
-14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,773
of 2,993 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, 2026PFG Advisors holds $4,711,080 across 11 Utilities - Regulated Electric names. NEE ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
9,519 | $1,018,533 | |
| 2 | NEE |
Nextera Energy Inc
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|
8,364 | $734,108 | |
| 3 | IDA |
Idacorp Inc
|
4,760 | $720,188 | |
| 4 | DUK |
Duke Energy CORP
|
4,135 | $523,408 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,424 | $399,820 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,148 | $270,757 | |
| 8 | XEL |
Xcel Energy Inc
|
3,020 | $242,506 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,108 | 8,364 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $907,066 | 9,766 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $824,475 | 10,270 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,482,246 | 19,635 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,066,082 | 15,357 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,046,407 | 14,761 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $885,514 | 12,352 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,154,172 | 13,654 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,044,447 | 14,750 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $984,405 | 15,403 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $921,547 | 15,172 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,249,151 | 21,804 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,584,905 | 34,837 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,314,866 | 30,032 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,423,564 | 28,990 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,221,825 | 28,336 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,309,005 | 29,809 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,582,723 | 30,489 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $2,668,508 | 28,583 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,139,984 | 27,254 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,058,288 | 28,088 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,290,529 | 30,294 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $948,636 | 12,296 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $803,258 | 2,894 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $638,612 | 2,659 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $579,172 | 2,407 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||