Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$38,670,320
+$23,545,834 QoQ
Shares Held
440,587
+170.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#272
of 3,000 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AGF MANAGEMENT LTD holds $104,624,931 across 19 Utilities - Regulated Electric names. NEE ranks #1 (37.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
440,587 | $38,670,320 | |
| 2 | EMA |
Emera Inc
|
244,719 | $12,975,001 | |
| 3 | ETR |
Entergy Corp /De/
|
77,999 | $8,958,965 | |
| 4 | DUK |
Duke Energy CORP
|
55,807 | $7,064,049 | |
| 5 | SO |
Southern Co
|
65,491 | $6,268,142 | |
| 6 | AEP |
American Electric Power Co Inc
|
34,035 | $4,656,328 | |
| 7 | EXC |
Exelon Corp
|
88,483 | $4,125,077 | |
| 8 | CMS |
Cms Energy Corp
|
48,739 | $3,728,533 |
All Filings in NEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,670,320 | 440,587 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,124,486 | 162,839 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,004,268 | 149,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,803,508 | 129,865 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,474,357 | 179,694 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,891,224 | 210,061 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $83,695,852 | 1,167,469 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $60,845,201 | 719,806 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $75,661,122 | 1,068,509 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $89,785,752 | 1,404,878 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $55,023,576 | 905,887 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $53,957,612 | 941,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $53,662,330 | 723,212 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $67,003,023 | 869,266 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $31,894,068 | 381,508 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||