Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,023,186
-$72,744 QoQ
Shares Held
23,051
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,176
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, 2026Larson Financial Group LLC holds $27,783,276 across 37 Utilities - Regulated Electric names. NEE ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
67,467 | $5,417,600 | |
| 2 | DTE |
Dte Energy Co
|
22,158 | $3,376,214 | |
| 3 | FE |
Firstenergy Corp
|
67,228 | $3,196,019 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,455 | $2,661,638 | |
| 5 | EIX |
Edison International
|
31,538 | $2,348,004 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
23,051 | $2,023,186 | |
| 7 | SO |
Southern Co
|
19,041 | $1,822,414 | |
| 8 | DUK |
Duke Energy CORP
|
10,705 | $1,355,038 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,023,186 | 23,051 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,095,930 | 22,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,538,004 | 19,158 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,211,010 | 16,042 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $979,446 | 14,109 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $985,016 | 13,895 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $894,619 | 12,479 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $962,712 | 11,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $506,362 | 7,151 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $85,000 | 1,330 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $60,254 | 992 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $79,862 | 1,394 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $54,240 | 731 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $79,931 | 1,037 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $68,468 | 819 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $66,570 | 849 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $63,052 | 814 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $97,755 | 1,154 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $154,604 | 1,656 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $130,029 | 1,656 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $121,351 | 1,656 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $130,276 | 1,723 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $149,130 | 1,933 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $134,339 | 484 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $114,801 | 478 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $84,938 | 353 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||