Position in NEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,844,409
-$3,742,041 QoQ
Shares Held
237,489
-10.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#393
of 3,000 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MATRIX ASSET ADVISORS INC/NY holds $41,979,912 across 2 Utilities - Regulated Electric names. NEE ranks #2 (49.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
154,488 | $21,135,503 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
237,489 | $20,844,409 |
All Filings in NEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,844,409 | 237,489 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $24,586,450 | 264,712 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,503,559 | 267,857 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $20,511,387 | 271,710 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,469,399 | 266,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,050,224 | 254,623 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $16,654,662 | 232,315 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $19,444,097 | 230,026 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $16,320,855 | 230,488 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $14,829,612 | 232,039 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $11,412,317 | 187,888 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,970,640 | 156,583 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||