Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$12,661,436
-$205,508 QoQ
Shares Held
144,257
+4.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#501
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. NEE ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
|
3,403 | $273,260 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,661,436 | 144,257 | Shares | Other | 2026-07-08 | |
| 2026-03-31 | $12,866,944 | 138,533 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,595,241 | 144,435 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,885,054 | 144,192 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $10,094,848 | 145,417 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,454,786 | 147,479 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,460,861 | 145,918 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,522,358 | 148,141 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $10,223,972 | 144,386 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,382,499 | 131,161 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,755,769 | 127,688 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $7,284,366 | 127,149 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $9,412,863 | 126,858 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $9,973,072 | 129,386 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $10,521,394 | 125,854 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $9,823,204 | 125,280 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $9,673,127 | 124,879 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $10,575,111 | 124,839 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $11,626,494 | 124,534 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $9,751,712 | 124,194 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $8,999,443 | 122,809 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $9,293,149 | 122,909 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $9,370,561 | 121,459 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $8,289,884 | 29,867 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $7,368,415 | 30,680 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,346,128 | 30,530 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||