Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,600,530
-$1,208,116 QoQ
Shares Held
86,596
-8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#661
of 2,993 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $39,375,439 across 28 Utilities - Regulated Electric names. NEE ranks #1 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
86,596 | $7,600,530 | |
| 2 | DUK |
Duke Energy CORP
|
51,809 | $6,557,983 | |
| 3 | LNT |
Alliant Energy Corp
|
37,870 | $2,889,102 | |
| 4 | SO |
Southern Co
|
29,930 | $2,864,600 | |
| 5 | ETR |
Entergy Corp /De/
|
16,283 | $1,870,265 | |
| 6 | D |
Dominion Energy, Inc
|
25,932 | $1,770,896 | |
| 7 | AEP |
American Electric Power Co Inc
|
11,949 | $1,634,742 | |
| 8 | XEL |
Xcel Energy Inc
|
18,636 | $1,496,470 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,600,530 | 86,596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,808,646 | 94,839 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,142,125 | 113,878 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,541,618 | 113,149 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $7,618,845 | 109,750 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,723,607 | 108,952 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,613,334 | 106,198 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,729,328 | 103,269 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $7,109,394 | 100,401 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,190,386 | 96,861 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,745,700 | 94,595 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,471,780 | 25,690 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,257,089 | 30,419 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,323,114 | 30,139 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,662,158 | 31,844 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $2,403,583 | 31,030 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,107,843 | 60,298 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,823,164 | 51,662 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,063,396 | 13,543 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,728,580 | 37,235 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,821,538 | 37,317 | Shares | Sole | 2021-06-16 | |
| 2020-12-31 | $2,919,201 | 37,838 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,517,795 | 12,674 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,061,687 | 12,748 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,680,988 | 11,142 | Shares | Sole | 2020-05-27 | |
| No filing history on record for this holder in this stock. | ||||||