Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$200,291
New position
Shares Held
2,282
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,737
of 3,000 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Investment Advisory Group, LLC holds $420,569 across 2 Utilities - Regulated Electric names. NEE ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,048 | $220,278 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,282 | $200,291 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,291 | 2,282 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||