Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,848,327
+$4,848,327 QoQ
Shares Held
55,239
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#802
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)
Derivatives in NEE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$5,307,441
PutShares
57,143
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $11,746,878 across 9 Utilities - Regulated Electric names. NEE ranks #1 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
55,239 | $4,848,327 | |
| 2 | CMS |
Cms Energy Corp
|
44,958 | $3,439,287 | |
| 3 | DUK |
Duke Energy CORP
|
25,912 | $3,279,940 | |
| 4 | D |
Dominion Energy, Inc
|
1,250 | $85,362 | |
| 5 | DTE |
Dte Energy Co
|
500 | $76,185 | |
| 6 | EXC |
Exelon Corp
|
211 | $9,836 | |
| 7 | ETR |
Entergy Corp /De/
|
49 | $5,628 | |
| 8 | PCG |
PG&E Corp
|
75 | $1,261 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,848,327 | 55,239 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,307,441 | 57,143 | Put | Sole | 2026-05-08 | |
| 2025-12-31 | $4,901,896 | 61,060 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,751,944 | 62,948 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,270,371 | 61,515 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,549,720 | 64,180 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $4,835,848 | 67,455 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,031,130 | 71,349 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $5,495,280 | 77,606 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,157,664 | 80,702 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,719,619 | 77,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,863,405 | 84,891 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,214,553 | 70,277 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,493,568 | 71,271 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,002,563 | 71,801 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,564,443 | 70,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,520,341 | 71,267 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,916,146 | 69,840 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,401,415 | 68,567 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,348,468 | 68,116 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,718,865 | 64,395 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $4,894,235 | 64,730 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,172,058 | 67,039 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,676,330 | 16,848 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,173,433 | 17,377 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,177,885 | 17,363 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||