Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$62,777,401
-$14,023,584 QoQ
Shares Held
715,249
-13.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#207
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREAT LAKES ADVISORS, LLC holds $226,590,458 across 17 Utilities - Regulated Electric names. NEE ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
886,332 | $112,191,902 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
715,249 | $62,777,401 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
251,089 | $20,378,383 | |
| 4 | POR |
Portland General Electric Co /Or/
|
149,638 | $7,755,736 | |
| 5 | AEE |
Ameren Corp
|
46,500 | $5,256,360 | |
| 6 | EVRG |
Evergy, Inc.
|
39,695 | $3,430,838 | |
| 7 | SO |
Southern Co
|
32,151 | $3,077,171 | |
| 8 | TXNM |
Txnm Energy Inc
|
41,484 | $2,355,461 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,777,401 | 715,249 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $76,800,985 | 826,884 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $59,805,064 | 744,956 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $59,363,747 | 786,379 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $56,745,015 | 817,416 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $48,693,417 | 686,887 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $48,859,026 | 681,532 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $63,380,676 | 749,801 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $48,186,698 | 680,507 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $44,340,820 | 693,801 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $41,321,966 | 680,309 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $41,877,040 | 730,966 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $52,952,457 | 713,645 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $59,128,606 | 767,107 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,604,056 | 31,149 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $2,446,548 | 31,202 | Shares | Other | 2022-11-09 | |
| 2022-06-30 | $2,391,887 | 30,879 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $2,646,170 | 31,238 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $3,018,514 | 32,332 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $3,002,997 | 38,245 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $3,047,421 | 41,586 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $6,462,461 | 85,471 | Shares | Other | 2021-05-03 | |
| 2020-12-31 | $6,852,076 | 88,815 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $6,247,597 | 22,509 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $5,415,353 | 22,548 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $8,225,835 | 34,186 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||