PFG Investments, LLC

Position in NEE — Nextera Energy Inc

CIK 1973224 WOODBURY, NY

Position in NEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,266,587

-$256,483 QoQ

Shares Held

48,611

-0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#245

of 1,171 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PFG Investments, LLC holds $36,814,650 across 22 Utilities - Regulated Electric names. NEE ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	65,590	$7,256,221
2	NEE	Nextera Energy Inc This page	48,611	$4,266,587
3	AEP	American Electric Power Co Inc	29,325	$4,011,953
4	DUK	Duke Energy CORP	31,072	$3,933,093
5	D	Dominion Energy, Inc	37,499	$2,560,806
6	PEG	Public Service Enterprise Group Inc	30,462	$2,472,295
7	SO	Southern Co	23,961	$2,293,307
8	ES	Eversource Energy	18,470	$1,334,826

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,266,587	48,611	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$4,523,070	48,698	+1.4%	Shares	Sole	2026-04-27
2025-12-31	$3,853,841	48,005	-0.9%	Shares	Sole	2026-01-26
2025-09-30	$3,657,188	48,446	-12.5%	Shares	Sole	2025-10-31
2025-06-30	$3,843,299	55,363	+0.2%	Shares	Sole	2025-07-18
2025-03-31	$3,917,594	55,263	-3.1%	Shares	Sole	2025-04-22
2024-12-31	$4,087,907	57,022	-3.3%	Shares	Sole	2025-01-22
2024-09-30	$4,982,705	58,946	+2.4%	Shares	Sole	2024-10-24
2024-06-30	$4,075,327	57,553	+8.9%	Shares	Sole	2024-08-07
2024-03-31	$3,377,132	52,842	+360.1%	Shares	Sole	2024-04-22
2023-12-31	$697,598	11,485	-8.6%	Shares	Sole	2024-01-17
2023-09-30	$719,619	12,561	+43.1%	Shares	Sole	2023-11-06
2023-06-30	$651,179	8,776	+14.6%	Shares	Sole	2023-08-03
2023-03-31	$590,047	7,655	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.