Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,410,493
-$470,017 QoQ
Shares Held
61,644
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#766
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $7,505,366 across 7 Utilities - Regulated Electric names. NEE ranks #1 (72.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
61,644 | $5,410,493 | |
| 2 | SO |
Southern Co
|
6,365 | $609,194 | |
| 3 | EXC |
Exelon Corp
|
10,108 | $471,234 | |
| 4 | DUK |
Duke Energy CORP
|
2,790 | $353,157 | |
| 5 | FE |
Firstenergy Corp
|
6,607 | $314,095 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,367 | $276,393 | |
| 7 | IMSR |
Terrestrial Energy Inc. /DE/
|
10,000 | $70,800 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,410,493 | 61,644 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,880,510 | 63,313 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $5,416,490 | 67,470 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $5,400,629 | 71,541 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $5,286,471 | 76,152 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,703,737 | 80,459 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,937,225 | 96,767 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,758,998 | 103,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,942,615 | 112,168 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,672,138 | 120,046 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,553,443 | 124,357 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,051,014 | 175,441 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,218,066 | 16,416 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,256,865 | 16,306 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,411,836 | 16,888 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,350,298 | 17,221 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,240,057 | 16,009 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,626,686 | 19,203 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,707,274 | 18,287 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,391,845 | 17,726 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,165,811 | 15,909 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,191,084 | 15,753 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,241,112 | 16,087 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $940,373 | 3,388 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $759,657 | 3,163 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $811,611 | 3,373 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||