Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,688,692
-$2,150,518 QoQ
Shares Held
349,649
-1.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#304
of 2,993 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. NEE ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,688,692 | 349,649 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,839,210 | 353,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,985,013 | 361,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,634,246 | 366,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $24,182,526 | 348,351 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $24,808,664 | 349,960 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,395,250 | 354,237 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $30,302,145 | 358,478 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $26,078,402 | 368,287 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $23,652,068 | 370,084 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $22,516,257 | 370,699 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $21,893,545 | 382,153 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $31,271,590 | 421,450 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $33,373,019 | 432,966 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,915,252 | 441,570 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $34,950,551 | 445,741 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $34,689,376 | 447,836 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,825,302 | 446,527 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $42,430,159 | 454,479 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,502,377 | 464,880 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,462,777 | 470,289 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $35,417,765 | 468,427 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $36,324,225 | 470,826 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $32,636,059 | 117,582 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $27,843,628 | 115,933 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $26,760,793 | 111,216 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||