Position in NEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$146,156,358
-$18,862,794 QoQ
Shares Held
1,665,220
-6.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#119
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $281,645,503 across 26 Utilities - Regulated Electric names. NEE ranks #1 (51.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,665,220 | $146,156,358 | |
| 2 | DUK |
Duke Energy CORP
|
429,881 | $54,414,336 | |
| 3 | CMS |
Cms Energy Corp
|
188,456 | $14,416,884 | |
| 4 | SO |
Southern Co
|
132,245 | $12,657,168 | |
| 5 | AEE |
Ameren Corp
|
107,685 | $12,172,712 | |
| 6 | D |
Dominion Energy, Inc
|
147,961 | $10,104,256 | |
| 7 | AEP |
American Electric Power Co Inc
|
54,306 | $7,429,603 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
29,028 | $3,389,599 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,156,358 | 1,665,220 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $165,019,152 | 1,776,692 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $142,640,780 | 1,776,791 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $107,507,572 | 1,424,130 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $101,655,939 | 1,464,361 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $105,746,045 | 1,491,692 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $109,482,171 | 1,527,161 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $132,030,111 | 1,561,932 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $113,222,145 | 1,598,957 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $104,055,194 | 1,628,152 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $103,558,541 | 1,704,948 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $104,907,786 | 1,831,171 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $141,249,642 | 1,903,634 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $159,921,652 | 2,074,749 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $175,018,605 | 2,093,524 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $166,516,807 | 2,123,668 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $165,336,975 | 2,134,482 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $186,860,602 | 2,205,886 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $204,489,488 | 2,190,333 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $170,633,852 | 2,173,126 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $157,913,122 | 2,154,928 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $163,688,769 | 2,164,909 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $167,077,505 | 2,165,619 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $150,823,882 | 543,392 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $131,809,858 | 548,819 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $131,339,058 | 545,836 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||