Nfj Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.76 Billion distributed in 487 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nextera Energy Inc with a value of $71.5M, Bank Of America Corp with a value of $66.1M, Eversource Energy with a value of $64.5M, Intuit Inc with a value of $61.1M, and Alphabet Inc. with a value of $59.9M.
Examining the 13F form we can see an decrease of $120M in the current position value, from $2.88B to 2.76B.
Nfj Investment Group, LLC is based out at Dallas, TX
Below you can find more details about Nfj Investment Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.76 Billion
Financial Services: $597 Million
Real Estate: $372 Million
Healthcare: $352 Million
Industrials: $299 Million
Technology: $292 Million
Utilities: $214 Million
Energy: $198 Million
Consumer Cyclical: $172 Million
Other: $267 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
