Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$151,403
-$8,815 QoQ
Shares Held
1,725
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#2,758
of 2,993 holders
Holding Since
Mar 2026
2 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, 2026IFS Advisors, LLC holds $680,944 across 13 Utilities - Regulated Electric names. NEE ranks #1 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,725 | $151,403 | |
| 2 | LNT |
Alliant Energy Corp
|
1,553 | $118,478 | |
| 3 | XEL |
Xcel Energy Inc
|
1,450 | $116,435 | |
| 4 | AEP |
American Electric Power Co Inc
|
759 | $103,838 | |
| 5 | ED |
Consolidated Edison Inc
|
332 | $36,729 | |
| 6 | SO |
Southern Co
|
348 | $33,307 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
328 | $26,620 | |
| 8 | EIX |
Edison International
|
352 | $26,206 |
All Filings in NEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,403 | 1,725 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $160,218 | 1,725 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||