Position in NEE
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$3,043,249
-$220,554 QoQ
Shares Held
34,673
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#991
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $9,493,814 across 12 Utilities - Regulated Electric names. NEE ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
34,673 | $3,043,249 | |
| 2 | ED |
Consolidated Edison Inc
|
19,350 | $2,140,690 | |
| 3 | SO |
Southern Co
|
9,973 | $954,515 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,554 | $882,080 | |
| 5 | DUK |
Duke Energy CORP
|
3,274 | $414,422 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,900 | $396,749 | |
| 7 | EIX |
Edison International
|
4,890 | $364,060 | |
| 8 | AEE |
Ameren Corp
|
2,750 | $310,860 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,043,249 | 34,673 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $3,263,803 | 35,140 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,855,158 | 35,565 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,850,879 | 37,765 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,628,935 | 37,870 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,691,338 | 37,965 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,796,698 | 39,011 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,342,992 | 39,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,797,419 | 39,506 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,006,326 | 47,040 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,948,319 | 48,540 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,791,569 | 48,727 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,616,656 | 48,742 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,880,361 | 50,342 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,692,217 | 56,127 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,504,027 | 57,442 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,618,629 | 59,626 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,592,634 | 30,606 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,837,957 | 30,398 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,386,850 | 30,398 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,227,565 | 30,398 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,384,210 | 31,533 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,452,444 | 31,788 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,274,881 | 8,196 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,967,952 | 8,194 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,971,640 | 8,194 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||