SageView Advisory Group, LLC

Position in NEE — Nextera Energy Inc

CIK 1914558 NEWPORT BEACH, CA

Position in NEE

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,303,647

-$718,536 QoQ

Shares Held

14,853

-31.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,459

of 3,000 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. NEE ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	30,425	$2,077,723
2	NEE	Nextera Energy Inc This page	14,853	$1,303,647
3	DUK	Duke Energy CORP	5,562	$704,037
4	AEP	American Electric Power Co Inc	4,388	$600,322
5	EXC	Exelon Corp	12,168	$567,272
6	EIX	Edison International	6,461	$481,021
7	XEL	Xcel Energy Inc	5,852	$469,915
8	SO	Southern Co	4,814	$460,747

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,303,647	14,853	-31.8%	Shares	Sole	2026-08-10
2026-03-31	$2,022,183	21,772	-5.6%	Shares	Sole	2026-08-10
2025-12-31	$1,851,979	23,069	-2.7%	Shares	Sole	2026-02-17
2025-09-30	$1,790,245	23,715	-4.2%	Shares	Sole	2025-11-13
2025-06-30	$1,718,006	24,748	-1.3%	Shares	Sole	2025-08-13
2025-03-31	$1,777,708	25,077	+3.1%	Shares	Sole	2025-05-19
2024-12-31	$1,743,787	24,324	+20.8%	Shares	Sole	2025-02-13
2024-09-30	$1,702,096	20,136	-28.9%	Shares	Sole	2024-11-14
2024-06-30	$2,004,843	28,313	+7.0%	Shares	Sole	2024-08-15
2023-12-31	$1,607,848	26,471	+75.5%	Shares	Sole	2024-03-06
2023-09-30	$864,276	15,086	+1.4%	Shares	Sole	2023-11-03
2023-06-30	$1,103,873	14,877	+11.4%	Shares	Sole	2023-08-11
2023-03-31	$1,029,788	13,360	+226.3%	Shares	Sole	2023-05-02
2022-12-31	$342,258	4,094	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.