E&G Advisors, LP NEE — NEXTERA ENERGY INC

Ownership history in E&G Advisors, LP  ·  35 quarters on record

AI Ownership Summary

E&G Advisors, LP reported NEXTERA ENERGY INC (NEE) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2024 Q3. The latest visible filing shows NEE at 0.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LP's position in NEXTERA ENERGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEE was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NEE stock page E&G Advisors, LP fund profile E&G Advisors, LP full holdings
How E&G Advisors, LP held NEE — position size vs. price
% of Fund (quarterly)    NEE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 20,525 +40 +0.2% 0.42% $1.9M 2026-04-21 $90.60
2025 Q4 ADDED — — — 20,485 +1 +0.0% 0.37% $1.6M 2026-01-23 $84.24
2025 Q3 ADDED — — — 20,484 +1,426 +7.5% 0.36% $1.5M 2025-10-21 $82.86
2025 Q2 REDUCED — — — 19,058 -400 -2.1% 0.34% $1.3M 2025-07-14 $73.46
2025 Q1 REDUCED — — — 19,458 -100 -0.5% 0.39% $1.4M 2025-04-23 $65.33
2024 Q4 REDUCED — — — 19,558 -600 -3.0% 0.38% $1.4M 2025-01-24 $70.15
2024 Q3 ADDED — — — 20,158 +100 +0.5% 0.47% $1.7M 2024-10-18 $80.73
2024 Q2 UNCHANGED — — — 20,058 — 0% 0.42% $1.4M 2024-07-18 $68.13
2024 Q1 REDUCED — — — 20,058 -196 -1.0% 0.40% $1.3M 2024-04-19 $60.73
2023 Q4 REDUCED — — — 20,254 -100 -0.5% 0.44% $1.2M 2024-01-25 $54.27
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEE

As of 2026 Q1 — sorted by position size

ACCOUNT MANAGEMENT LLC 3Y 7Y 8.75% Portman Square Capital LLP 3Y 7.82% Slocum, Gordon & Co LLP 6.73% Ausbil Investment Management Ltd 3Y 6.52% Asset Management Advisors, LLC 3Y 7Y 6.49% Constitution Capital LLC 3Y 5.36% S.E.E.D. Planning Group LLC 3Y 4.01% SPRING CAPITAL MANAGEMENT, LLC 3Y 3.78% M. Kraus & Co 3Y 7Y 3.58% Baugh & Associates, LLC 3Y 7Y 3.44%

FAQ About E&G Advisors, LP and NEE

These are the practical questions this page is built to answer before you even open the full history table.

How long has E&G Advisors, LP reported owning NEE?

E&G Advisors, LP reported NEE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NEE position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for NEE was 0.47% in 2024 Q3.

What is the latest reported NEE position on this page?

The most recent filing on this page is 2026 Q1, when E&G Advisors, LP reported 20,525 shares, equal to 0.42% of portfolio, with an estimated market value of $1.9M.

What does the chart on this NEE ownership page compare?

The chart compares E&G Advisors, LP's quarterly NEE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did E&G Advisors, LP time their NEE position?

Based on 13F filing dates vs. subsequent NEE price moves, E&G Advisors, LP correctly timed 11 out of 29 reported position changes (38%). The annualised alpha on NEE relative to SPY over the holding period was -0.9%.

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