Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,260,813
-$1,076,990 QoQ
Shares Held
344,774
+2.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#308
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $36,766,118 across 11 Utilities - Regulated Electric names. NEE ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
344,774 | $30,260,813 | |
| 2 | ETR |
Entergy Corp /De/
|
14,548 | $1,670,983 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,746 | $1,605,119 | |
| 4 | PPL |
PPL Corp
|
19,529 | $709,878 | |
| 5 | DUK |
Duke Energy CORP
|
4,678 | $592,141 | |
| 6 | SO |
Southern Co
|
6,174 | $590,913 | |
| 7 | EXC |
Exelon Corp
|
9,283 | $432,772 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,099 | $251,514 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,260,813 | 344,774 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $31,337,803 | 337,401 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $28,571,330 | 355,896 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $27,044,971 | 358,259 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $24,277,630 | 349,721 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $24,556,010 | 346,396 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $22,522,488 | 314,165 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $26,455,269 | 312,969 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,213,342 | 101,869 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $6,669,966 | 104,365 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $2,197,998 | 36,187 | Shares | Other | 2024-02-06 | |
| 2023-09-30 | $4,802,391 | 83,826 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,609,297 | 75,597 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $5,862,396 | 76,056 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $5,911,439 | 70,711 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $5,717,891 | 72,923 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,478,659 | 57,819 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $4,794,923 | 56,604 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $5,420,201 | 58,057 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $4,636,920 | 59,054 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $4,388,079 | 59,881 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,750,878 | 62,834 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,590,483 | 46,539 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,378,459 | 12,172 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,046,316 | 12,684 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $2,475,738 | 10,289 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||