Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$572,084
-$36,001 QoQ
Shares Held
6,518
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#1,957
of 3,000 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ipsen Advisor Group LLC holds $1,375,633 across 3 Utilities - Regulated Electric names. NEE ranks #1 (41.6% of the industry book) .
All Filings in NEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,084 | 6,518 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $608,085 | 6,547 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $514,032 | 6,403 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $483,060 | 6,399 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $436,096 | 6,282 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $394,573 | 5,566 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $396,947 | 5,537 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $315,172 | 3,770 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||