Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$997,067
+$13,933 QoQ
Shares Held
11,360
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,616
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Csenge Advisory Group holds $21,329,825 across 16 Utilities - Regulated Electric names. NEE ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
55,255 | $6,994,177 | |
| 2 | SO |
Southern Co
|
61,500 | $5,886,165 | |
| 3 | ETR |
Entergy Corp /De/
|
9,079 | $1,042,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,446 | $1,018,687 | |
| 5 | NEE |
Nextera Energy Inc
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|
11,360 | $997,067 | |
| 6 | D |
Dominion Energy, Inc
|
12,735 | $869,673 | |
| 7 | EIX |
Edison International
|
10,092 | $751,349 | |
| 8 | ES |
Eversource Energy
|
9,724 | $702,753 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $997,067 | 11,360 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $983,134 | 10,585 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,070,854 | 13,339 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,075,204 | 14,243 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,229,636 | 17,713 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,193,504 | 16,836 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,617,899 | 22,568 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,126,605 | 25,158 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,874,199 | 26,468 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,652,712 | 25,860 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,599,587 | 26,335 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,431,906 | 24,994 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,869,543 | 25,196 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,803,517 | 23,398 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,891,032 | 22,620 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,742,583 | 22,224 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,682,818 | 21,725 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,870,142 | 22,077 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,720,998 | 18,434 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,799,756 | 22,921 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,350,843 | 18,434 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,094,227 | 14,472 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,097,073 | 14,220 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,198,226 | 4,317 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,031,289 | 4,294 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,111,905 | 4,621 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||