Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$54,422,402
-$2,109,009 QoQ
Shares Held
620,057
+1.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#225
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $99,225,151 across 15 Utilities - Regulated Electric names. NEE ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
620,057 | $54,422,402 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
170,781 | $13,860,585 | |
| 3 | AEP |
American Electric Power Co Inc
|
35,083 | $4,799,704 | |
| 4 | DUK |
Duke Energy CORP
|
36,819 | $4,660,547 | |
| 5 | SO |
Southern Co
|
41,729 | $3,993,881 | |
| 6 | D |
Dominion Energy, Inc
|
54,571 | $3,726,652 | |
| 7 | FE |
Firstenergy Corp
|
74,619 | $3,547,386 | |
| 8 | ED |
Consolidated Edison Inc
|
31,357 | $3,469,024 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,422,402 | 620,057 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $56,531,411 | 608,650 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $48,939,329 | 609,608 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $45,514,656 | 602,923 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,730,171 | 586,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $40,441,397 | 570,481 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $33,884,779 | 472,657 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $39,343,472 | 465,438 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $32,781,347 | 462,948 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $30,507,437 | 477,350 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $30,216,022 | 497,465 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $24,613,043 | 429,622 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $36,032,186 | 485,609 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $37,919,042 | 491,944 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $42,171,684 | 504,446 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $41,380,484 | 527,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,018,295 | 490,812 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $41,874,777 | 494,331 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $46,754,126 | 500,794 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $39,311,978 | 500,662 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,421,155 | 374,197 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $28,139,092 | 372,161 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $27,873,369 | 361,288 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $24,724,211 | 89,077 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $20,919,526 | 87,103 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,860,550 | 86,695 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||