Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$379,579,707
-$48,574,893 QoQ
Shares Held
4,324,709
-6.2% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#54
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. NEE ranks #1 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,579,707 | 4,324,709 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $428,154,600 | 4,609,761 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $388,973,135 | 4,845,206 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $385,759,787 | 5,110,078 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $361,346,370 | 5,205,220 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $395,377,630 | 5,577,340 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $405,547,747 | 5,656,964 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $491,717,602 | 5,817,078 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $431,965,641 | 6,100,348 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $363,688,801 | 5,690,640 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $358,717,319 | 5,905,784 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $312,596,983 | 5,456,397 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $406,717,875 | 5,481,373 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $423,692,726 | 5,496,792 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $433,692,722 | 5,187,712 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $389,388,136 | 4,966,052 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $397,728,051 | 5,134,625 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $465,261,965 | 5,492,409 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $484,284,086 | 5,187,276 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $398,584,479 | 5,076,216 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $369,046,360 | 5,036,113 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $367,474,202 | 4,860,127 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $393,901,128 | 5,105,653 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $394,546,820 | 1,421,483 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $365,695,330 | 1,522,652 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $307,940,903 | 1,279,781 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||