Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$692,504
+$25,255 QoQ
Shares Held
7,890
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,816
of 3,000 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TCV Trust & Wealth Management, Inc. holds $7,047,860 across 8 Utilities - Regulated Electric names. NEE ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
41,820 | $2,855,886 | |
| 2 | DUK |
Duke Energy CORP
|
9,740 | $1,232,889 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,640 | $771,608 | |
| 4 | NEE |
Nextera Energy Inc
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|
7,890 | $692,504 | |
| 5 | SO |
Southern Co
|
6,411 | $613,596 | |
| 6 | OGE |
Oge Energy Corp.
|
7,114 | $346,167 | |
| 7 | EXC |
Exelon Corp
|
6,338 | $295,476 | |
| 8 | ED |
Consolidated Edison Inc
|
2,167 | $239,734 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,504 | 7,890 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $667,249 | 7,184 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $591,583 | 7,369 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $556,285 | 7,369 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $519,052 | 7,477 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $535,077 | 7,548 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $544,628 | 7,597 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $849,272 | 10,047 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $731,396 | 10,329 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $661,148 | 10,345 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $700,331 | 11,530 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $722,540 | 12,612 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $670,767 | 9,040 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $676,453 | 8,776 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $643,802 | 7,701 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $591,759 | 7,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $637,108 | 8,225 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $652,689 | 7,705 | Shares | Sole | 2022-04-21 | |
| 2021-09-30 | $472,140 | 6,013 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $444,296 | 6,063 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $519,450 | 6,733 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $479,345 | 1,727 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $449,837 | 1,873 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $461,508 | 1,918 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||