Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$77,006,900
+$5,093,361 QoQ
Shares Held
829,101
-7.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.73612623793723.ToString("F0")%
Shared 0.ToString("F0")%
None 22.263873762062765.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $316,115,971 across 10 Utilities - Regulated Electric names. NEE ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
739,190 | $85,576,026 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
829,101 | $77,006,900 | |
| 3 | ETR |
Entergy Corp /De/
|
552,366 | $62,063,843 | |
| 4 | IDA |
Idacorp Inc
|
280,497 | $40,102,656 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
351,913 | $23,205,143 | |
| 6 | DTE |
Dte Energy Co
|
88,186 | $12,894,556 | |
| 7 | LNT |
Alliant Energy Corp
|
135,642 | $9,733,669 | |
| 8 | SO |
Southern Co
|
28,632 | $2,763,560 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,006,900 | 829,101 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $71,913,539 | 895,784 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $73,342,309 | 971,550 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $72,602,212 | 1,045,840 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $83,563,430 | 1,178,776 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $79,262,399 | 1,105,627 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $88,002,238 | 1,041,077 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,625,370 | 1,110,371 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $80,190,049 | 1,254,734 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $69,933,302 | 1,151,355 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $58,304,892 | 1,017,715 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $71,297,370 | 960,881 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $73,442,594 | 952,810 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $70,996,631 | 849,242 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $66,839,820 | 852,440 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $79,231,897 | 1,022,875 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $81,809,444 | 965,759 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $81,722,676 | 875,350 | Shares | Defined | 2022-02-25 | |
| 2021-09-30 | $67,117,639 | 854,784 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $65,803,534 | 897,974 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $61,167,885 | 808,992 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $57,460,008 | 744,783 | Shares | Defined | 2021-04-13 | |
| 2020-09-30 | $13,945,238 | 200,969 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $12,613,368 | 210,074 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,013,631 | 216,335 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||