Position in NEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$509,818
+$99,347 QoQ
Shares Held
5,489
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026GW&K Investment Management, LLC holds $247,156,670 across 27 Utilities - Regulated Electric names. NEE ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
699,780 | $100,047,546 | |
| 2 | ETR |
Entergy Corp /De/
|
568,684 | $63,897,334 | |
| 3 | POR |
Portland General Electric Co /Or/
|
824,649 | $43,516,727 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
579,628 | $38,220,669 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
5,489 | $509,818 | |
| 6 | D |
Dominion Energy, Inc
|
2,261 | $139,775 | |
| 7 | DUK |
Duke Energy CORP
|
851 | $111,429 | |
| 8 | SO |
Southern Co
|
984 | $94,975 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $509,818 | 5,489 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $410,471 | 5,113 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $381,073 | 5,048 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $339,255 | 4,887 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $322,124 | 4,544 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $292,638 | 4,082 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $344,966 | 4,081 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $296,906 | 4,193 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $273,470 | 4,279 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $396,328 | 6,525 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $878,714 | 15,338 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,587,423 | 196,596 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $52,555,687 | 681,833 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $56,712,400 | 678,378 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $53,674,781 | 684,540 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $53,955,072 | 696,554 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $59,750,537 | 705,354 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $105,902,635 | 1,134,347 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $89,730,378 | 1,142,771 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $83,621,786 | 1,141,127 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $84,240,730 | 1,114,148 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $88,040,494 | 1,141,160 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $19,915,276 | 287,005 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $17,426,374 | 290,234 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $17,001,066 | 282,621 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||