Nfj Investment Group, LLC Portfolio Holdings
Nfj Investment Group, LLC
- $2.76 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 487
- Current Value $2.76 Billion
- Prior Value $2.88 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 22 stocks
- Additional Purchases 43 stocks
- Sold out of 0 stocks
- Reduced holdings in 195 stocks