Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,039,284
-$155,245 QoQ
Shares Held
11,841
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,589
of 3,000 holders
Holding Since
Dec 2021
19 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, 2026Berger Financial Group, Inc holds $12,681,324 across 9 Utilities - Regulated Electric names. NEE ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
130,599 | $6,208,676 | |
| 2 | XEL |
Xcel Energy Inc
|
35,574 | $2,856,592 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
11,841 | $1,039,284 | |
| 4 | SO |
Southern Co
|
6,267 | $599,814 | |
| 5 | AEE |
Ameren Corp
|
5,080 | $574,243 | |
| 6 | D |
Dominion Energy, Inc
|
6,450 | $440,470 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,479 | $406,242 | |
| 8 | EXC |
Exelon Corp
|
7,064 | $329,323 |
All Filings in NEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,284 | 11,841 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,194,529 | 12,861 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,060,659 | 13,212 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,018,662 | 13,494 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $983,611 | 14,169 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,074,196 | 15,153 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,089,688 | 15,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,294,576 | 15,315 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,085,163 | 15,325 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,058,413 | 16,561 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,326,014 | 21,831 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,692,289 | 29,539 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,792,962 | 37,641 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,045,353 | 39,509 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,400,680 | 40,678 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $3,354,928 | 42,787 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,233,102 | 41,739 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,781,030 | 44,635 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,218,658 | 45,187 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||