Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$192,028,378
+$25,773,877 QoQ
Shares Held
2,067,489
-0.2% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 81.48812399969239.ToString("F0")%
Shared 0.ToString("F0")%
None 18.51187600030762.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BROOKFIELD Corp /ON/ holds $818,959,843 across 11 Utilities - Regulated Electric names. NEE ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
10,977,156 | $192,868,630 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,067,489 | $192,028,378 | |
| 3 | CNP |
Centerpoint Energy Inc
|
4,270,311 | $184,306,622 | |
| 4 | FE |
Firstenergy Corp
|
2,621,338 | $132,796,983 | |
| 5 | IDA |
Idacorp Inc
|
311,159 | $44,486,402 | |
| 6 | CMS |
Cms Energy Corp
|
362,641 | $28,133,688 | |
| 7 | ES |
Eversource Energy
|
283,532 | $19,643,096 | |
| 8 | EVRG |
Evergy, Inc.
|
237,114 | $19,424,378 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,028,378 | 2,067,489 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $166,254,501 | 2,070,933 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $160,857,640 | 2,130,847 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $57,606,729 | 829,829 | Shares | Defined | 2025-08-15 | |
| 2024-12-31 | $40,194,145 | 560,666 | Shares | Defined | 2025-06-10 | |
| 2024-09-30 | $176,644,623 | 2,089,727 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $142,914,902 | 2,018,287 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $121,303,800 | 1,898,041 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $61,352,562 | 1,010,085 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $38,092,693 | 664,910 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $58,796,228 | 792,402 | Shares | Defined | 2023-09-26 | |
| 2023-03-31 | $150,849,336 | 1,957,049 | Shares | Defined | 2023-09-26 | |
| 2022-12-31 | $98,475,867 | 1,177,941 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $103,481,832 | 1,319,753 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $115,677,678 | 1,493,386 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $234,787,657 | 2,771,664 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $272,610,639 | 2,919,994 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $231,413,672 | 2,947,194 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $208,475,884 | 2,844,922 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $232,374,783 | 3,073,334 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $261,999,470 | 3,395,975 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $76,627,862 | 1,104,307 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $64,604,108 | 1,075,973 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||