Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$278,143
-$16,193 QoQ
Shares Held
3,169
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,466
of 3,000 holders
Holding Since
Dec 2020
20 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, 2026IFG Advisors, LLC holds $611,497 across 2 Utilities - Regulated Electric names. NEE ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,949 | $333,354 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
3,169 | $278,143 |
All Filings in NEE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,143 | 3,169 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $294,336 | 3,169 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $254,407 | 3,169 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $239,227 | 3,169 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $228,808 | 3,296 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $233,582 | 3,295 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $236,146 | 3,294 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $246,320 | 2,914 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $207,331 | 2,928 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $223,267 | 3,009 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $228,542 | 2,965 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $247,372 | 2,959 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $231,936 | 2,958 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $229,049 | 2,957 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $250,402 | 2,956 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $263,555 | 2,823 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $225,273 | 2,869 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $202,252 | 2,760 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $208,683 | 2,760 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $212,934 | 2,760 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||