Financial Gravity Asset Management, Inc.
Position in NEE — Nextera Energy Inc
CIK 1741736
Lakeway, TX
Position in NEE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$554,493
+$75,302 QoQ
Shares Held
5,970
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. NEE ranks #1 (41.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,970 | $554,493 | |
| 2 | XEL |
Xcel Energy Inc
|
4,652 | $369,554 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
1,085 | $109,313 | |
| 4 | D |
Dominion Energy, Inc
|
1,757 | $108,617 | |
| 5 | SO |
Southern Co
|
1,087 | $104,917 | |
| 6 | ED |
Consolidated Edison Inc
|
600 | $67,908 | |
| 7 | DUK |
Duke Energy CORP
|
134 | $17,545 | |
| 8 | EIX |
Edison International
|
200 | $14,636 |
All Filings in NEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $554,493 | 5,970 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $479,191 | 5,969 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $456,940 | 6,053 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $423,993 | 5,981 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $7,930 | 112 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $319 | 5 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $303 | 5 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $11,114 | 194 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,490 | 74 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $417 | 77 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,022 | 84 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $48,920 | 624 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $47,712 | 616 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $66,748 | 788 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $95,502 | 1,023 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $549 | 7 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $366 | 5 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $907 | 12 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,157 | 15 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $1,924 | 8 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||