Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$87,023,691
-$49,822,543 QoQ
Shares Held
991,497
-32.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#169
of 3,000 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, 2026CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. NEE ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
962,755 | $110,582,039 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
991,497 | $87,023,691 | |
| 3 | OGE |
Oge Energy Corp.
|
707,764 | $34,439,796 | |
| 4 | CNP |
Centerpoint Energy Inc
|
690,850 | $30,425,034 | |
| 5 | PCG |
PG&E Corp
|
427,033 | $7,182,695 | |
| 6 | EXC |
Exelon Corp
|
121,811 | $5,678,828 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
45,855 | $5,354,488 | |
| 8 | SO |
Southern Co
|
40,184 | $3,846,010 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,023,691 | 991,497 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $136,846,234 | 1,473,366 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $65,318,136 | 813,629 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $50,704,217 | 671,668 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,895,094 | 848,388 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,442,399 | 838,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $49,716,943 | 693,499 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $74,583,777 | 882,335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $71,250,154 | 1,006,216 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,901,630 | 827,752 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $57,644,871 | 949,043 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $32,479,419 | 566,930 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $70,846,531 | 954,805 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $149,892,851 | 1,944,640 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $211,164,654 | 2,525,893 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $190,582,561 | 2,430,590 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $278,211,842 | 3,591,684 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $386,527,409 | 4,562,949 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $395,829,688 | 4,239,821 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $327,711,935 | 4,173,611 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $302,475,950 | 4,127,674 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $249,189,918 | 3,295,727 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $225,251,074 | 2,919,651 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $136,563,405 | 492,014 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $107,956,655 | 449,501 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $113,643,622 | 472,295 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||