Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,380,534
-$83,254 QoQ
Shares Held
15,729
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,418
of 2,993 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, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. NEE ranks #1 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
|
6,468 | $301,538 |
All Filings in NEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,380,534 | 15,729 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,463,788 | 15,760 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,267,300 | 15,786 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,193,647 | 15,812 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,118,564 | 16,113 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,139,982 | 16,081 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,179,443 | 16,452 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,402,099 | 16,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $522,506 | 7,379 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $440,339 | 6,890 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $456,339 | 7,513 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $425,435 | 7,426 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $413,219 | 5,569 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $489,303 | 6,348 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $543,734 | 6,504 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $442,153 | 5,639 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $325,719 | 4,205 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $354,172 | 4,181 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $368,772 | 3,950 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $287,854 | 3,666 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $270,036 | 3,685 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $281,443 | 3,648 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||