Position in NEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$249,354
+$6,845 QoQ
Shares Held
2,841
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#2,556
of 3,000 holders
Holding Since
Dec 2025
3 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, 2026FSA Investment Group, LLC holds $682,824 across 2 Utilities - Regulated Electric names. NEE ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
4,529 | $433,470 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,841 | $249,354 |
All Filings in NEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,354 | 2,841 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $242,509 | 2,611 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $203,429 | 2,534 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||