BFSG, LLC

Position in NEE — Nextera Energy Inc

CIK 1706836 IRVINE, CA

Position in NEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,670,607

-$443,722 QoQ

Shares Held

76,001

-0.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#703

of 2,988 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. NEE ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	74,241	$7,105,606
2	NEE	Nextera Energy Inc This page	76,001	$6,670,607
3	ES	Eversource Energy	58,477	$4,226,132
4	PNW	Pinnacle West Capital Corp	36,571	$3,913,097
5	EXC	Exelon Corp	59,529	$2,775,241
6	DUK	Duke Energy CORP	14,406	$1,823,511
7	AEP	American Electric Power Co Inc	10,955	$1,498,753
8	EMA	Emera Inc	27,894	$1,478,939

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,670,607	76,001	-0.8%	Shares	Sole	2026-07-20
2026-03-31	$7,114,329	76,597	-3.3%	Shares	Sole	2026-04-29
2025-12-31	$6,359,139	79,212	-7.8%	Shares	Sole	2026-01-22
2025-09-30	$6,487,610	85,940	+2.1%	Shares	Sole	2025-10-29
2025-06-30	$5,844,816	84,195	+1.9%	Shares	Sole	2025-07-15
2025-03-31	$5,855,584	82,601	+0.5%	Shares	Sole	2025-04-18
2024-12-31	$5,894,710	82,225	-1.5%	Shares	Sole	2025-01-31
2024-09-30	$7,058,931	83,508	-2.4%	Shares	Sole	2024-10-16
2024-06-30	$6,061,052	85,596	-0.8%	Shares	Sole	2024-07-29
2024-03-31	$5,512,876	86,260	-4.2%	Shares	Sole	2024-04-23
2023-12-31	$5,470,669	90,067	-4.2%	Shares	Sole	2024-04-23
2023-09-30	$5,385,030	93,996	+4.6%	Shares	Sole	2023-10-20
2023-06-30	$6,670,357	89,897	+5.2%	Shares	Sole	2023-08-07
2023-03-31	$6,585,021	85,431	-4.8%	Shares	Sole	2023-05-10
2022-12-31	$7,498,669	89,697	+0.1%	Shares	Sole	2023-02-02
2022-09-30	$7,026,555	89,613	-21.4%	Shares	Sole	2022-11-07
2022-06-30	$8,832,763	114,030	-0.8%	Shares	Sole	2022-08-04
2022-03-31	$9,741,988	115,004	-32.0%	Shares	Sole	2022-05-04
2021-12-31	$15,788,483	169,114	-3.1%	Shares	Sole	2022-01-24
2021-09-30	$13,708,021	174,580	-1.1%	Shares	Sole	2021-11-03
2021-06-30	$12,933,846	176,499	+1.5%	Shares	Sole	2021-07-29
2021-03-31	$13,150,696	173,928	+1.1%	Shares	Sole	2021-04-26
2020-12-31	$13,276,897	172,092	+300.5%	Shares	Sole	2021-01-26
2020-09-30	$11,927,863	42,974	+5.1%	Shares	Sole	2020-11-04
2020-06-30	$9,817,909	40,879	+0.4%	Shares	Sole	2020-07-22
2020-03-31	$9,794,196	40,704	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.