Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$61,164,806
-$1,565,231 QoQ
Shares Held
696,876
+3.2% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#210
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. NEE ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,164,806 | 696,876 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $62,730,037 | 675,388 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $54,271,447 | 676,027 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $50,782,802 | 672,709 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $46,331,741 | 667,412 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $42,532,723 | 599,982 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $39,486,421 | 550,794 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $46,103,507 | 545,410 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $38,386,738 | 542,109 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $32,407,674 | 507,083 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $26,150,270 | 430,528 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $27,991,206 | 488,588 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $26,541,340 | 357,700 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $25,419,288 | 329,778 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $24,302,938 | 290,705 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $21,859,139 | 278,780 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $20,043,162 | 258,755 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,151,732 | 131,646 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,983,939 | 96,229 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,027,225 | 89,496 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,043,474 | 82,471 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,954,892 | 78,758 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $5,658,798 | 73,348 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $5,034,105 | 18,137 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,150,617 | 17,282 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,124,708 | 17,142 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||