Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,485,521
-$259,586 QoQ
Shares Held
39,712
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#929
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WRIGHT INVESTORS SERVICE INC holds $3,922,854 across 2 Utilities - Regulated Electric names. NEE ranks #1 (88.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
39,712 | $3,485,521 | |
| 2 | DUK |
Duke Energy CORP
|
3,455 | $437,333 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,485,521 | 39,712 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,745,107 | 40,322 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,944,397 | 49,133 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,711,691 | 49,168 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,771,800 | 39,928 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,600,669 | 36,686 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,658,121 | 37,078 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,882,631 | 45,932 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,937,836 | 41,489 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,580,621 | 56,026 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,368,275 | 55,454 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,558,854 | 62,120 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,606,038 | 62,076 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,353,863 | 56,485 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,766,035 | 57,010 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $4,387,117 | 55,951 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,574,942 | 59,062 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,018,728 | 59,246 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,379,496 | 57,621 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,285,699 | 54,581 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $3,052,991 | 41,662 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,046,023 | 40,286 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,727,252 | 35,350 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,586,026 | 9,317 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,099,566 | 8,742 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,192,047 | 9,110 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||