New York Life Investment Management LLC
Position in NEE — Nextera Energy Inc
CIK 1133639
New York, NY
Position in NEE
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$28,805,338
+$4,591,927 QoQ
Shares Held
310,135
+2.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026New York Life Investment Management LLC holds $173,748,677 across 25 Utilities - Regulated Electric names. NEE ranks #1 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
310,135 | $28,805,338 | |
| 2 | SO |
Southern Co
|
153,048 | $14,772,192 | |
| 3 | DUK |
Duke Energy CORP
|
108,065 | $14,150,031 | |
| 4 | AEP |
American Electric Power Co Inc
|
75,145 | $9,850,006 | |
| 5 | TXNM |
Txnm Energy Inc
|
150,025 | $8,770,461 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
129,999 | $8,572,134 | |
| 7 | EXC |
Exelon Corp
|
152,265 | $7,464,030 | |
| 8 | D |
Dominion Energy, Inc
|
118,569 | $7,329,935 |
All Filings in NEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,805,338 | 310,135 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,213,411 | 301,612 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $22,682,706 | 300,473 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,404,338 | 308,331 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $21,710,771 | 306,260 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $22,066,038 | 307,798 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $25,884,945 | 306,222 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $22,282,915 | 314,686 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $20,120,784 | 314,830 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $19,606,021 | 322,786 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $18,155,544 | 316,906 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $23,454,397 | 316,097 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $24,062,526 | 312,176 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $26,068,402 | 311,823 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $24,219,908 | 308,888 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,229,488 | 312,800 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||