Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,941,172
+$2,066,522 QoQ
Shares Held
33,510
+255.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,005
of 2,993 holders
Holding Since
Sep 2020
24 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, 2026NFSG Corp holds $9,245,930 across 20 Utilities - Regulated Electric names. NEE ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
33,510 | $2,941,172 | |
| 2 | CNP |
Centerpoint Energy Inc
|
47,283 | $2,082,343 | |
| 3 | DUK |
Duke Energy CORP
|
8,880 | $1,124,030 | |
| 4 | EVRG |
Evergy, Inc.
|
9,819 | $848,656 | |
| 5 | PPL |
PPL Corp
|
14,020 | $509,627 | |
| 6 | D |
Dominion Energy, Inc
|
5,105 | $348,620 | |
| 7 | ED |
Consolidated Edison Inc
|
2,463 | $272,481 | |
| 8 | ETR |
Entergy Corp /De/
|
2,345 | $269,346 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,941,172 | 33,510 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $874,650 | 9,417 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $816,688 | 10,173 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $729,837 | 9,668 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $686,355 | 9,887 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $706,064 | 9,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $591,227 | 8,247 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $690,441 | 8,168 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,599 | 1,110 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $82,316 | 1,288 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $77,625 | 1,278 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $96,419 | 1,683 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $118,720 | 1,600 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $118,780 | 1,541 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $162,936 | 1,949 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $114,243 | 1,457 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $121,147 | 1,564 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $135,281 | 1,597 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $122,581 | 1,313 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $122,177 | 1,556 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $115,122 | 1,571 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $83,019 | 1,098 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $65,808 | 853 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $45,797 | 165 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||