Position in NEE
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$231,828
New position
Shares Held
2,496
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026TSG Advice Partners, LLC holds $445,914 across 2 Utilities - Regulated Electric names. NEE ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,496 | $231,828 | |
| 2 | DUK |
Duke Energy CORP
|
1,635 | $214,086 |
All Filings in NEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $231,828 | 2,496 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||