Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$22,567,769
-$1,774,683 QoQ
Shares Held
257,124
-1.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#381
of 3,009 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $124,813,818 across 17 Utilities - Regulated Electric names. NEE ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
257,124 | $22,567,769 | |
| 2 | DUK |
Duke Energy CORP
|
169,854 | $21,500,119 | |
| 3 | EVRG |
Evergy, Inc.
|
203,422 | $17,581,762 | |
| 4 | PCG |
PG&E Corp
|
684,453 | $11,512,498 | |
| 5 | NGG |
National Grid PLC
|
136,185 | $11,285,649 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
92,647 | $10,818,387 | |
| 7 | AEP |
American Electric Power Co Inc
|
67,385 | $9,218,937 | |
| 8 | D |
Dominion Energy, Inc
|
111,949 | $7,644,997 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,567,769 | 257,124 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $24,342,452 | 262,085 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $21,102,638 | 262,863 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $19,959,627 | 264,401 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $18,556,518 | 267,308 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $19,047,147 | 268,686 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $19,421,463 | 270,909 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $25,049,446 | 296,338 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $21,484,246 | 303,407 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $17,718,275 | 277,238 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $16,703,436 | 274,999 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $16,482,729 | 287,707 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $24,769,883 | 333,826 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $26,067,910 | 338,193 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $28,468,636 | 340,534 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $25,968,914 | 331,194 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $23,723,203 | 306,264 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $26,615,198 | 314,192 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $29,626,950 | 317,341 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $25,083,678 | 319,456 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $26,568,537 | 362,562 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $27,700,775 | 366,364 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $29,107,917 | 377,290 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $25,755,066 | 92,791 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $22,693,657 | 94,490 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $22,629,584 | 94,047 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||