PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in NEE — Nextera Energy Inc
CIK 12600
DES MOINES, IA
Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,563,301
-$232,318 QoQ
Shares Held
63,385
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#758
of 2,988 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $37,689,099 across 22 Utilities - Regulated Electric names. NEE ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
52,886 | $6,694,309 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
63,385 | $5,563,301 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
37,606 | $4,391,252 | |
| 4 | SO |
Southern Co
|
26,111 | $2,499,083 | |
| 5 | ETR |
Entergy Corp /De/
|
16,241 | $1,865,441 | |
| 6 | XEL |
Xcel Energy Inc
|
22,701 | $1,822,890 | |
| 7 | AEP |
American Electric Power Co Inc
|
12,761 | $1,745,832 | |
| 8 | D |
Dominion Energy, Inc
|
25,267 | $1,725,483 |
All Filings in NEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,563,301 | 63,385 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,795,619 | 62,399 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,826,225 | 47,661 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,391,690 | 44,929 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,384,780 | 48,758 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,123,883 | 58,173 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,168,916 | 58,152 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $4,388,882 | 51,921 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,205,993 | 45,276 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,742,250 | 42,908 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,408,887 | 39,659 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||