Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,844,786
-$35,162,114 QoQ
Shares Held
476,755
-42.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#260
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. NEE ranks #4 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,844,786 | 476,755 | Shares | Defined | 2026-08-14 | |
| 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 | $55,780,955 | 200,969 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $50,453,472 | 210,074 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $52,054,527 | 216,335 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||