Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,074,891
-$425,711 QoQ
Shares Held
103,394
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#622
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOWER BRIDGE ADVISORS holds $22,978,745 across 7 Utilities - Regulated Electric names. NEE ranks #2 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
85,105 | $10,772,590 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
103,394 | $9,074,891 | |
| 3 | SO |
Southern Co
|
17,603 | $1,684,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975 | $680,629 | |
| 5 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 6 | EMA |
Emera Inc
|
4,771 | $252,958 | |
| 7 | D |
Dominion Energy, Inc
|
3,644 | $248,848 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,074,891 | 103,394 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,500,602 | 102,289 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,039,560 | 100,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,194,876 | 95,309 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,719,092 | 96,789 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,865,367 | 82,739 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,753,409 | 80,254 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $5,983,794 | 70,789 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,829,312 | 68,201 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,747,618 | 58,639 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,813,378 | 62,782 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,589,676 | 62,658 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,653,230 | 62,712 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $5,507,751 | 71,455 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,691,655 | 68,082 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,338,309 | 68,082 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,294,158 | 68,347 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,025,422 | 71,130 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $6,180,898 | 66,205 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,394,481 | 68,702 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,741,362 | 64,702 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,748,912 | 62,808 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,093,579 | 53,060 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,916,468 | 21,316 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,279,865 | 5,329 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,248,577 | 5,189 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||