Patriot Financial Group Insurance Agency, LLC

Insurance

Position in NEE — Nextera Energy Inc

CIK 1694883 Westborough, MA

Back to NEE Full portfolio

Position in NEE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,968,593

-$1,859,549 QoQ

Shares Held

22,429

-45.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,203

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, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. NEE ranks #1 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	22,429	$1,968,593
2	AEP	American Electric Power Co Inc	11,231	$1,536,513
3	DUK	Duke Energy CORP	10,020	$1,268,331
4	ETR	Entergy Corp /De/	10,146	$1,165,369
5	WEC	Wec Energy Group, Inc.	9,188	$1,072,882
6	SO	Southern Co	9,943	$951,644
7	EIX	Edison International	11,893	$885,433
8	D	Dominion Energy, Inc	12,543	$856,561

All Filings in NEE

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,968,593	22,429	-45.6%	Shares	Sole	2026-07-16
2026-03-31	$3,828,142	41,216	+235.6%	Shares	Sole	2026-04-22
2025-12-31	$985,838	12,280	+182.8%	Shares	Sole	2026-01-26
2025-09-30	$327,777	4,342	-7.1%	Shares	Sole	2025-10-08
2025-06-30	$324,469	4,674	-1.2%	Shares	Sole	2025-07-21
2025-03-31	$335,309	4,730	+1.8%	Shares	Sole	2025-04-14
2024-12-31	$333,143	4,647	+1.8%	Shares	Sole	2025-01-22
2024-09-30	$385,710	4,563	+0.7%	Shares	Sole	2024-10-24
2024-06-30	$320,981	4,533	-2.6%	Shares	Sole	2024-07-26
2024-03-31	$297,373	4,653	+0.5%	Shares	Sole	2024-04-30
2023-12-31	$281,347	4,632	-21.2%	Shares	Sole	2024-01-19
2023-09-30	$336,807	5,879	-6.7%	Shares	Sole	2023-10-19
2023-06-30	$467,311	6,298	-22.6%	Shares	Sole	2023-07-17
2023-03-31	$627,585	8,142	+13.3%	Shares	Sole	2023-04-20
2022-12-31	$601,000	7,189	+21.4%	Shares	Sole	2023-01-17
2022-09-30	$464,422	5,923	-5.9%	Shares	Sole	2022-11-01
2022-06-30	$487,610	6,295	-5.5%	Shares	Sole	2022-07-29
2022-03-31	$564,253	6,661	-17.4%	Shares	Sole	2022-05-11
2021-12-31	$753,321	8,069	-14.9%	Shares	Sole	2022-01-10
2021-09-30	$744,291	9,479	+6.7%	Shares	Sole	2021-11-24
2021-06-30	$651,239	8,887	+7.8%	Shares	Sole	2021-07-30
2021-03-31	$623,177	8,242	+1.2%	Shares	Sole	2021-04-29
2020-12-31	$628,309	8,144	+498.8%	Shares	Sole	2021-01-15
2020-09-30	$377,481	1,360	+4.2%	Shares	Sole	2020-10-21
2020-06-30	$313,421	1,305	-9.8%	Shares	Sole	2020-07-10
2020-03-31	$348,177	1,447	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.