Position in NEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,641,386
-$1,475 QoQ
Shares Held
18,701
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#1,334
of 3,000 holders
Holding Since
Dec 2022
14 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, 2026KFG WEALTH MANAGEMENT, LLC holds $1,641,386 across 1 Utilities - Regulated Electric name. NEE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
18,701 | $1,641,386 |
All Filings in NEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,641,386 | 18,701 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,642,861 | 17,688 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,421,919 | 17,712 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,038,062 | 13,751 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $957,718 | 13,796 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $977,218 | 13,785 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $815,186 | 11,371 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $957,386 | 11,326 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $798,453 | 11,276 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $727,934 | 11,390 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $710,415 | 11,696 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $670,063 | 11,696 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $867,843 | 11,696 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $234,498 | 2,805 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||