Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,935,899
-$567,357 QoQ
Shares Held
90,417
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#652
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 41%
Shared 39%
None 20%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. NEE ranks #1 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,935,899 | 90,417 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $8,503,256 | 91,551 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $7,236,037 | 90,135 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,094,700 | 93,982 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $6,713,399 | 96,707 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,779,422 | 95,633 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $6,715,846 | 93,679 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,075,488 | 95,534 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $7,092,046 | 100,156 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,268,611 | 98,085 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $4,523,429 | 74,472 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,357,075 | 76,053 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $6,630,734 | 89,363 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $7,264,866 | 94,251 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $7,748,298 | 92,683 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,224,931 | 92,143 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,082,476 | 91,434 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,796,369 | 92,036 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,580,343 | 91,906 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $7,573,567 | 96,454 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,305,722 | 99,696 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,173,062 | 108,095 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $8,469,526 | 109,780 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $7,921,006 | 28,538 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,141,693 | 29,736 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $7,256,617 | 30,158 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||