Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$39,201,592
-$6,010,070 QoQ
Shares Held
446,640
-8.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.94%
of 13F equity value
Holder Rank
#270
of 3,000 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $122,220,931 across 3 Utilities - Regulated Electric names. NEE ranks #3 (32.1% of the industry book) .
All Filings in NEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,201,592 | 446,640 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $45,211,662 | 486,775 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,776,287 | 233,885 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,062,114 | 239,265 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,503,539 | 309,760 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,313,336 | 314,760 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,632,796 | 232,010 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,994,726 | 236,540 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,012,810 | 240,260 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,607,780 | 244,215 | Shares | Sole | 2024-05-14 | |
| 2021-12-31 | $16,867,818 | 180,675 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,329,114 | 182,490 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,508,801 | 184,345 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $14,635,827 | 193,570 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||