Position in NEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$65,090,675
+$9,219,729 QoQ
Shares Held
700,804
+0.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.54399803654088.ToString("F0")%
Shared 0.ToString("F0")%
None 8.456001963459112.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $603,917,497 across 20 Utilities - Regulated Electric names. NEE ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
704,598 | $79,168,631 | |
| 2 | NEE |
Nextera Energy Inc
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|
700,804 | $65,090,675 | |
| 3 | AEP |
American Electric Power Co Inc
|
481,323 | $63,091,818 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
497,618 | $57,609,235 | |
| 5 | XEL |
Xcel Energy Inc
|
721,070 | $57,281,800 | |
| 6 | SO |
Southern Co
|
581,376 | $56,114,411 | |
| 7 | LNT |
Alliant Energy Corp
|
780,015 | $55,973,876 | |
| 8 | DUK |
Duke Energy CORP
|
424,799 | $55,623,181 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,090,675 | 700,804 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $55,870,946 | 695,951 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $53,534,488 | 709,160 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $48,696,116 | 701,471 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $49,448,397 | 697,537 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49,475,563 | 690,132 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $58,189,099 | 688,384 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $48,605,258 | 686,418 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $43,517,277 | 680,915 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $39,555,042 | 651,219 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $36,457,637 | 636,370 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $45,757,804 | 616,682 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $47,096,882 | 611,013 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $50,938,232 | 609,309 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $47,567,896 | 606,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $47,110,474 | 608,191 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $50,284,025 | 593,602 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $55,164,556 | 590,880 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $47,093,861 | 599,769 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $44,431,496 | 606,325 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $45,409,400 | 600,574 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $47,323,655 | 613,398 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,768,564 | 155,189 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,374,375 | 156,129 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $9,415,701 | 156,524 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||