Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,561,965
+$272,980 QoQ
Shares Held
234,271
+7.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#396
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. NEE ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
|
21,120 | $2,336,505 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,561,965 | 234,271 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $20,288,985 | 218,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,955,183 | 223,657 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,204,063 | 201,405 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,370,435 | 178,197 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $12,620,475 | 178,029 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,015,247 | 181,549 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,510,250 | 171,658 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,138,229 | 185,542 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,854,793 | 185,492 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,928,910 | 196,393 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,737,004 | 519,061 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $37,655,461 | 507,486 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $38,426,461 | 498,527 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $40,333,488 | 482,458 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $31,918,045 | 407,066 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $30,165,015 | 389,427 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $31,510,425 | 371,980 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $32,593,843 | 349,120 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $26,206,442 | 333,755 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,704,948 | 391,716 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $28,593,055 | 378,165 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $28,471,513 | 369,041 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,520,434 | 84,740 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $20,111,355 | 83,738 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $20,045,089 | 83,306 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||