Position in NEE
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$67,628,162
-$10,582 QoQ
Shares Held
762,781
+4.7% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#199
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EASTERN BANK holds $136,304,887 across 28 Utilities - Regulated Electric names. NEE ranks #1 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
762,781 | $67,628,162 | |
| 2 | AEP |
American Electric Power Co Inc
|
424,212 | $58,036,443 | |
| 3 | SO |
Southern Co
|
51,165 | $4,897,001 | |
| 4 | ES |
Eversource Energy
|
15,945 | $1,176,262 | |
| 5 | DUK |
Duke Energy CORP
|
6,117 | $774,288 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,197 | $606,853 | |
| 7 | D |
Dominion Energy, Inc
|
7,747 | $538,996 | |
| 8 | ED |
Consolidated Edison Inc
|
3,601 | $398,378 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,628,162 | 762,781 | Shares | Defined | 2026-07-01 | |
| 2026-03-31 | $67,638,744 | 728,238 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $64,983,528 | 809,461 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $62,889,585 | 833,085 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $62,854,602 | 905,425 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $65,469,963 | 923,543 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $66,177,038 | 923,100 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $77,569,629 | 917,658 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $18,853,586 | 266,256 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,758,610 | 74,458 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,159,549 | 35,554 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,144,020 | 37,424 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $504,262 | 6,796 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $650,708 | 8,442 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $811,421 | 9,706 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $761,047 | 9,706 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $775,761 | 10,015 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $814,824 | 9,619 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,362,027 | 14,589 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,441,783 | 18,362 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,546,207 | 21,100 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,789,688 | 23,670 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,249,230 | 29,154 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $18,632,046 | 67,128 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $16,160,318 | 67,287 | Shares | Sole | 2020-09-01 | |
| 2020-03-31 | $16,723,810 | 69,503 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||