Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,805,392
+$2,796,290 QoQ
Shares Held
31,963
+32515.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,018
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFG Advisory, LLC holds $24,443,019 across 26 Utilities - Regulated Electric names. NEE ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,679 | $10,975,927 | |
| 2 | DUK |
Duke Energy CORP
|
47,743 | $6,043,308 | |
| 3 | NEE |
Nextera Energy Inc
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|
31,963 | $2,805,392 | |
| 4 | XEL |
Xcel Energy Inc
|
10,687 | $858,166 | |
| 5 | ETR |
Entergy Corp /De/
|
7,308 | $839,396 | |
| 6 | EVRG |
Evergy, Inc.
|
6,667 | $576,228 | |
| 7 | CNP |
Centerpoint Energy Inc
|
10,761 | $473,914 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,198 | $437,518 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,805,392 | 31,963 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,102 | 98 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,473,025 | 30,805 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,248,016 | 29,779 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,110,442 | 15,996 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,117,155 | 15,759 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,111,410 | 15,503 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,217,485 | 14,403 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,016,123 | 14,350 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $904,965 | 14,160 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $858,985 | 14,142 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $874,531 | 15,265 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,018,840 | 13,731 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,024,316 | 13,289 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,013,650 | 12,125 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,212,689 | 15,466 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $981,882 | 12,676 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,198,053 | 14,143 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,416,924 | 15,177 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,213,762 | 15,458 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,129,464 | 15,413 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,229,342 | 16,259 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,147,837 | 14,878 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,131,889 | 4,078 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $988,299 | 4,115 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $897,993 | 3,732 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||