Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,164,196
+$391,293 QoQ
Shares Held
23,301
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
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, 2026ZACKS INVESTMENT MANAGEMENT holds $277,447,288 across 15 Utilities - Regulated Electric names. NEE ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
791,132 | $103,701,581 | |
| 2 | SO |
Southern Co
|
1,037,477 | $100,137,279 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
690,860 | $55,925,116 | |
| 4 | AEE |
Ameren Corp
|
56,040 | $6,159,916 | |
| 5 | EIX |
Edison International
|
71,487 | $5,231,418 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
23,301 | $2,164,196 | |
| 7 | ES |
Eversource Energy
|
13,507 | $935,764 | |
| 8 | DUK |
Duke Energy CORP
|
4,665 | $610,835 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,164,196 | 23,301 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,772,903 | 22,084 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,790,924 | 23,724 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,522,649 | 252,415 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $17,865,485 | 252,017 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,317,221 | 241,557 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,398,157 | 276,803 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,495,805 | 247,081 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,522,397 | 227,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,395,636 | 204,077 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $11,876,675 | 207,308 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,004,798 | 202,221 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $14,975,796 | 194,289 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,400,457 | 184,216 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,381,648 | 183,416 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,355,506 | 185,328 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,852,458 | 175,333 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,163,976 | 173,136 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $13,202,666 | 168,144 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,292,490 | 126,808 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $9,098,378 | 120,333 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,753,130 | 113,456 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $106,097 | 1,529 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $146,503 | 2,440 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $103,406 | 1,719 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||