Position in NEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$447,802
-$26,071 QoQ
Shares Held
5,102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,153
of 3,000 holders
Holding Since
Dec 2020
22 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, 2026Northstar Advisory Group, LLC holds $3,128,296 across 7 Utilities - Regulated Electric names. NEE ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
7,659 | $733,042 | |
| 2 | DUK |
Duke Energy CORP
|
4,607 | $583,154 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,405 | $465,838 | |
| 4 | NEE |
Nextera Energy Inc
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|
5,102 | $447,802 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,988 | $404,826 | |
| 6 | EXC |
Exelon Corp
|
5,505 | $256,643 | |
| 7 | EVRG |
Evergy, Inc.
|
2,742 | $236,991 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,802 | 5,102 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $473,873 | 5,102 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $408,304 | 5,086 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $383,942 | 5,086 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $373,479 | 5,380 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $381,388 | 5,380 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $928,242 | 12,948 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,102,271 | 13,040 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $769,775 | 10,871 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $529,430 | 8,284 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $291,491 | 4,799 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $274,934 | 4,799 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $356,011 | 4,798 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $362,198 | 4,699 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $646,478 | 7,733 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $605,011 | 7,716 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $597,139 | 7,709 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $821,771 | 9,701 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $909,979 | 9,747 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $664,283 | 9,065 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $630,663 | 8,341 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $591,740 | 7,670 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||