Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,302,923
-$431,170 QoQ
Shares Held
49,025
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#852
of 3,000 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NICOLET BANKSHARES INC holds $34,145,243 across 12 Utilities - Regulated Electric names. NEE ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
160,285 | $18,716,477 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
49,025 | $4,302,923 | |
| 3 | LNT |
Alliant Energy Corp
|
53,715 | $4,097,917 | |
| 4 | DUK |
Duke Energy CORP
|
12,407 | $1,570,477 | |
| 5 | EVRG |
Evergy, Inc.
|
13,068 | $1,129,466 | |
| 6 | SO |
Southern Co
|
9,315 | $891,538 | |
| 7 | XEL |
Xcel Energy Inc
|
10,804 | $867,561 | |
| 8 | D |
Dominion Energy, Inc
|
11,064 | $755,559 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,923 | 49,025 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,734,093 | 50,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,119,665 | 13,947 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,265,665 | 16,766 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,039,772 | 14,978 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,167,487 | 16,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,235,863 | 17,239 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,605,055 | 18,988 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,229,898 | 17,369 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,127,947 | 17,649 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,086,942 | 17,895 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $806,643 | 14,080 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,637,000 | 22,062 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,368,709 | 17,757 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,517,423 | 18,151 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,328,265 | 16,940 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,346,564 | 17,384 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,365,864 | 16,124 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,235,246 | 13,231 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $980,636 | 12,489 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $764,163 | 10,428 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $682,531 | 9,027 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $388,836 | 5,040 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $349,725 | 1,260 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $302,614 | 1,260 | Shares | Defined | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||