Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$55,421,401
-$1,342,396 QoQ
Shares Held
631,439
+3.3% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#223
of 3,000 holders
Holding Since
Mar 2020
26 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, 2026CIBC Asset Management Inc holds $695,592,038 across 29 Utilities - Regulated Electric names. NEE ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,366,527 | $135,436,340 | |
| 2 | DUK |
Duke Energy CORP
|
456,324 | $57,761,491 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
631,439 | $55,421,401 | |
| 4 | AEP |
American Electric Power Co Inc
|
397,756 | $54,416,998 | |
| 5 | SO |
Southern Co
|
478,067 | $45,755,792 | |
| 6 | ED |
Consolidated Edison Inc
|
325,548 | $36,015,375 | |
| 7 | EMA |
Emera Inc
|
656,214 | $34,792,466 | |
| 8 | AEE |
Ameren Corp
|
245,039 | $27,699,208 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,421,401 | 631,439 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $56,763,797 | 611,152 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $50,320,387 | 626,811 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $31,929,476 | 422,963 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $28,921,205 | 416,612 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,237,182 | 440,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,298,774 | 422,636 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $35,553,487 | 420,602 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $29,570,751 | 417,607 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,563,488 | 446,933 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $26,205,058 | 431,430 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $22,567,504 | 393,917 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $29,214,172 | 393,722 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,650,055 | 384,666 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,649,873 | 378,587 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,083,717 | 358,165 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,099,759 | 336,945 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $25,786,232 | 304,406 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,666,552 | 264,209 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $19,840,983 | 252,687 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,811,729 | 243,064 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,551,407 | 218,905 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,486,569 | 213,695 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $14,599,378 | 52,599 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,904,334 | 53,730 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $18,582,841 | 77,229 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||