Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$389,435
+$33,056 QoQ
Shares Held
4,437
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,267
of 3,009 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 6%
Shared 94%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NICHOLS & PRATT ADVISERS LLP /MA holds $18,228,725 across 2 Utilities - Regulated Electric names. NEE ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
186,389 | $17,839,290 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
4,437 | $389,435 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,435 | 4,437 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $356,379 | 3,837 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $308,033 | 3,837 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $229,262 | 3,037 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $210,827 | 3,037 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $236,559 | 3,337 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $270,772 | 3,777 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $419,775 | 4,966 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $327,212 | 4,621 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $346,455 | 5,421 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $327,812 | 5,397 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $309,193 | 5,397 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $341,097 | 4,597 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $315,795 | 4,097 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $342,509 | 4,097 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $345,238 | 4,403 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $214,796 | 2,773 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $234,900 | 2,773 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $258,886 | 2,773 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $264,847 | 3,373 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $247,172 | 3,373 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $255,031 | 3,373 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $212,934 | 2,760 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $247,028 | 890 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||