Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$78,758,246
+$11,960,711 QoQ
Shares Held
847,957
+1.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026&PARTNERS holds $260,385,801 across 29 Utilities - Regulated Electric names. NEE ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
847,957 | $78,758,246 | |
| 2 | AEP |
American Electric Power Co Inc
|
281,334 | $36,877,260 | |
| 3 | DUK |
Duke Energy CORP
|
215,728 | $28,247,424 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
157,854 | $18,274,757 | |
| 5 | SO |
Southern Co
|
184,529 | $17,810,739 | |
| 6 | XEL |
Xcel Energy Inc
|
132,028 | $10,488,304 | |
| 7 | D |
Dominion Energy, Inc
|
133,186 | $8,233,558 | |
| 8 | ETR |
Entergy Corp /De/
|
64,896 | $7,291,714 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,758,246 | 847,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,797,535 | 832,057 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,634,938 | 750,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $56,809,787 | 818,349 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,034,051 | 649,373 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $39,311,928 | 548,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,343,331 | 335,305 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,486,677 | 148,096 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,898,446 | 29,705 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $975,241 | 16,056 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $811,169 | 14,159 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $1,046,739 | 14,107 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,087,367 | 14,107 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,180,766 | 14,124 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,118,361 | 14,263 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,075,609 | 13,886 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,105,973 | 13,056 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $379,041 | 4,060 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $318,791 | 4,060 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $297,516 | 4,060 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $306,976 | 4,060 | Shares | Sole | 2021-04-09 | |
| 2020-09-30 | $64,393 | 928 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $55,719 | 928 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||