Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$282,531
-$16,449 QoQ
Shares Held
3,219
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,443
of 2,988 holders
Holding Since
Dec 2022
13 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, 2026LMG Wealth Partners, LLC holds $8,060,084 across 6 Utilities - Regulated Electric names. NEE ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
30,337 | $2,314,409 | |
| 2 | SO |
Southern Co
|
20,768 | $1,987,705 | |
| 3 | ETR |
Entergy Corp /De/
|
12,934 | $1,485,599 | |
| 4 | DUK |
Duke Energy CORP
|
11,293 | $1,429,467 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,096 | $560,373 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
3,219 | $282,531 |
All Filings in NEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,531 | 3,219 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $298,980 | 3,219 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $258,421 | 3,219 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $243,002 | 3,219 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $223,462 | 3,219 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $228,194 | 3,219 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $230,770 | 3,219 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $272,102 | 3,219 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $227,937 | 3,219 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $205,726 | 3,219 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $238,849 | 3,219 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $248,120 | 3,219 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $269,108 | 3,219 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||