Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$156,475,302
-$16,597,661 QoQ
Shares Held
1,782,788
-4.3% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#114
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, 2026CANADA LIFE ASSURANCE Co holds $1,141,959,989 across 33 Utilities - Regulated Electric names. NEE ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
4,606,559 | $214,757,780 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
1,782,788 | $156,475,302 | |
| 3 | EIX |
Edison International
|
1,174,625 | $87,450,831 | |
| 4 | ED |
Consolidated Edison Inc
|
626,762 | $69,338,680 | |
| 5 | DUK |
Duke Energy CORP
|
483,657 | $61,221,303 | |
| 6 | PCG |
PG&E Corp
|
3,370,580 | $56,693,155 | |
| 7 | ES |
Eversource Energy
|
714,545 | $51,640,167 | |
| 8 | SO |
Southern Co
|
532,507 | $50,966,244 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,475,302 | 1,782,788 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $173,072,963 | 1,863,404 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $153,230,676 | 1,908,703 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $136,353,132 | 1,806,241 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $123,039,035 | 1,772,386 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $115,899,053 | 1,634,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $141,645,387 | 1,975,804 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $200,219,955 | 2,368,626 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $162,065,395 | 2,288,736 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $136,135,200 | 2,130,108 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $124,335,690 | 2,047,015 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $112,810,195 | 1,969,108 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $132,434,533 | 1,784,832 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $71,265,161 | 924,561 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $77,136,214 | 922,682 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $64,201,793 | 818,796 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $64,787,079 | 836,394 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $83,715,335 | 988,258 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $97,105,603 | 1,040,120 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $94,405,695 | 1,202,314 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $92,738,258 | 1,265,533 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $102,917,080 | 1,361,157 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $130,926,480 | 1,697,038 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $145,890,253 | 525,617 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $127,391,450 | 530,422 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $130,269,982 | 541,393 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||