Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$91,799,345
-$4,009,254 QoQ
Shares Held
1,045,908
+1.4% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#158
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $174,202,184 across 24 Utilities - Regulated Electric names. NEE ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,045,908 | $91,799,345 | |
| 2 | DUK |
Duke Energy CORP
|
217,905 | $27,582,414 | |
| 3 | SO |
Southern Co
|
107,859 | $10,323,184 | |
| 4 | D |
Dominion Energy, Inc
|
107,530 | $7,343,223 | |
| 5 | AEP |
American Electric Power Co Inc
|
51,879 | $7,097,565 | |
| 6 | EIX |
Edison International
|
69,677 | $5,187,452 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,585 | $4,272,030 | |
| 8 | AEE |
Ameren Corp
|
37,501 | $4,239,113 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,799,345 | 1,045,908 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $95,808,599 | 1,031,531 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $86,275,390 | 1,074,681 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $80,949,512 | 1,072,321 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $70,099,274 | 1,009,785 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $42,923,540 | 605,495 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $42,880,083 | 598,132 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $50,924,337 | 602,441 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $43,537,953 | 614,856 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,245,405 | 582,779 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $34,877,333 | 574,207 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $32,810,613 | 572,711 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $40,364,058 | 543,990 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $41,230,092 | 534,900 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $42,593,698 | 509,494 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $40,704,983 | 519,130 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $41,089,896 | 530,466 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $45,120,696 | 532,649 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $48,223,614 | 516,534 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $40,320,962 | 513,512 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $37,283,911 | 508,787 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $37,423,698 | 494,957 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $36,236,043 | 469,683 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $33,522,586 | 120,776 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $28,677,258 | 119,404 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $31,663,907 | 131,593 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||