Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$855,494
-$71,448 QoQ
Shares Held
9,747
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,693
of 3,000 holders
Holding Since
Dec 2020
23 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, 2026Sovereign Financial Group, Inc. holds $10,179,048 across 9 Utilities - Regulated Electric names. NEE ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
32,652 | $3,125,122 | |
| 2 | ED |
Consolidated Edison Inc
|
20,019 | $2,214,701 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,142 | $1,113,907 | |
| 4 | D |
Dominion Energy, Inc
|
14,284 | $975,454 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
9,747 | $855,494 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,072 | $817,443 | |
| 7 | DTE |
Dte Energy Co
|
3,150 | $479,965 | |
| 8 | DUK |
Duke Energy CORP
|
3,013 | $381,385 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,494 | 9,747 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $926,942 | 9,980 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $786,101 | 9,792 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $730,667 | 9,679 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $673,790 | 9,706 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $664,664 | 9,376 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $679,692 | 9,481 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $806,247 | 9,538 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $677,651 | 9,570 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $610,212 | 9,548 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $534,937 | 8,807 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $484,730 | 8,461 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $652,143 | 8,789 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $585,576 | 7,597 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $630,594 | 7,543 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $561,494 | 7,161 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $556,550 | 7,185 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $599,069 | 7,072 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $628,499 | 6,732 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $540,688 | 6,886 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $456,900 | 6,235 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $471,428 | 6,235 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $457,190 | 5,926 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||