Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$114,627
-$145,808 QoQ
Shares Held
1,306
-53.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,783
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, 2026TSFG, LLC holds $1,976,409 across 22 Utilities - Regulated Electric names. NEE ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
5,205 | $607,787 | |
| 2 | EXC |
Exelon Corp
|
7,216 | $336,409 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,391 | $190,302 | |
| 4 | ETR |
Entergy Corp /De/
|
1,118 | $128,413 | |
| 5 | NEE |
Nextera Energy Inc
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|
1,306 | $114,627 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
944 | $76,615 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
669 | $71,583 | |
| 8 | ED |
Consolidated Edison Inc
|
598 | $66,156 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,627 | 1,306 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $260,435 | 2,804 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $104,604 | 1,303 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $99,873 | 1,323 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $90,176 | 1,299 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $91,944 | 1,297 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $77,138 | 1,076 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $90,785 | 1,074 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $75,979 | 1,073 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $68,383 | 1,070 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $109,149 | 1,797 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $111,715 | 1,950 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $144,319 | 1,945 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $153,928 | 1,997 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $166,531 | 1,992 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $165,288 | 2,108 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $165,841 | 2,141 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $177,806 | 2,099 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $208,099 | 2,229 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $110,006 | 1,401 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $102,298 | 1,396 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $103,132 | 1,364 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $87,333 | 1,132 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $65,781 | 237 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $56,920 | 237 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $69,057 | 287 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||