Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$102,005,501
+$36,282,688 QoQ
Shares Held
1,162,191
+64.2% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#144
of 2,988 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,388,500
PutShares
50,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CREDIT AGRICOLE S A holds $345,690,095 across 25 Utilities - Regulated Electric names. NEE ranks #1 (29.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,162,191 | $102,005,501 | |
| 2 | AEP |
American Electric Power Co Inc
|
311,597 | $42,629,585 | |
| 3 | DUK |
Duke Energy CORP
|
189,494 | $23,986,150 | |
| 4 | D |
Dominion Energy, Inc
|
296,332 | $20,236,512 | |
| 5 | XEL |
Xcel Energy Inc
|
232,541 | $18,673,042 | |
| 6 | DTE |
Dte Energy Co
|
97,129 | $14,799,545 | |
| 7 | EIX |
Edison International
|
195,450 | $14,551,252 | |
| 8 | PCG |
PG&E Corp
|
862,508 | $14,507,384 |
All Filings in NEE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,005,501 | 1,162,191 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $4,388,500 | 50,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $65,722,813 | 707,610 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,821,668 | 720,250 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $53,295,182 | 705,990 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $65,014,563 | 917,119 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $32,273,330 | 450,179 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,336,551 | 252,414 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,989,256 | 268,172 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,269,058 | 129,386 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $94,693 | 1,559 | Shares | Defined | 2024-02-13 | |
| 2023-12-31 | $4,251,800 | 70,000 | Put | Defined | 2024-02-13 | |
| 2023-09-30 | $4,010,300 | 70,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $3,637,052 | 63,485 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,194,000 | 70,000 | Put | Defined | 2023-07-31 | |
| 2023-06-30 | $8,268,921 | 111,441 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $11,320,892 | 146,872 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $14,654,826 | 175,297 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,771,222 | 175,631 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,479,596 | 186,930 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $14,608,745 | 172,456 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,103,261 | 140,352 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,840,933 | 265,422 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,657,012 | 254,599 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,395,725 | 216,846 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $14,325,519 | 185,684 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,321,768 | 47,996 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,750,248 | 44,761 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,001,386 | 45,721 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||