Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$403,654
-$9,011 QoQ
Shares Held
4,599
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,230
of 3,000 holders
Holding Since
Jun 2025
5 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, 2026SGL Investment Advisors, Inc. holds $770,031 across 2 Utilities - Regulated Electric names. NEE ranks #1 (52.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,599 | $403,654 | |
| 2 | SO |
Southern Co
|
3,828 | $366,377 |
All Filings in NEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,654 | 4,599 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $412,665 | 4,443 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $361,099 | 4,498 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $348,310 | 4,614 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $322,872 | 4,651 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||