Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,542,871
-$56,467 QoQ
Shares Held
28,972
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,065
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 65%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. NEE ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
402,064 | $6,762,715 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
28,972 | $2,542,871 | |
| 3 | DUK |
Duke Energy CORP
|
18,500 | $2,341,729 | |
| 4 | SO |
Southern Co
|
22,483 | $2,151,847 | |
| 5 | ED |
Consolidated Edison Inc
|
12,941 | $1,431,662 | |
| 6 | EIX |
Edison International
|
18,761 | $1,396,756 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,886 | $1,352,503 | |
| 8 | EXC |
Exelon Corp
|
27,140 | $1,265,266 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,871 | 28,972 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,599,338 | 27,986 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,797,950 | 22,396 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,713,395 | 22,697 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,394,785 | 20,092 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,352,580 | 19,080 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,669,157 | 23,283 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,938,441 | 22,932 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,611,422 | 22,757 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,264,395 | 19,784 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,235,025 | 20,333 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,105,581 | 19,298 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,261,918 | 17,007 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $1,456,117 | 18,891 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,548,773 | 18,526 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,446,271 | 18,445 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,172,433 | 15,136 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,221,518 | 14,420 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,324,965 | 14,192 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $1,023,979 | 13,041 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $745,111 | 10,168 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $727,443 | 9,621 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $395,779 | 5,130 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $351,113 | 1,265 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $309,819 | 1,290 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $336,386 | 1,398 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||