Position in NEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$26,052,769
-$2,207,178 QoQ
Shares Held
296,830
-2.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#346
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. NEE ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,052,769 | 296,830 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $28,259,947 | 304,263 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $24,568,971 | 306,041 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $23,543,141 | 311,871 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,815,309 | 299,846 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $20,286,024 | 286,162 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $18,155,062 | 253,244 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $21,723,702 | 256,994 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $17,522,925 | 247,464 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $13,974,624 | 218,661 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $9,274,998 | 152,700 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $11,168,914 | 194,954 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $13,649,238 | 183,952 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,406,837 | 147,987 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $11,796,294 | 141,104 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $10,528,581 | 134,276 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $9,905,352 | 127,877 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,334,267 | 15,751 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,012,395 | 10,844 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $876,440 | 11,162 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $838,103 | 11,437 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $878,436 | 11,618 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,179,314 | 15,286 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,869,366 | 6,735 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,829,406 | 24,272 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,685,626 | 27,785 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||