Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$131,447,248
-$10,000,075 QoQ
Shares Held
1,497,633
-1.7% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026REGIONS FINANCIAL CORP holds $388,722,970 across 22 Utilities - Regulated Electric names. NEE ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,497,633 | $131,447,248 | |
| 2 | XEL |
Xcel Energy Inc
|
1,034,471 | $83,068,020 | |
| 3 | EXC |
Exelon Corp
|
1,140,677 | $53,178,361 | |
| 4 | LNT |
Alliant Energy Corp
|
566,582 | $43,224,540 | |
| 5 | AEP |
American Electric Power Co Inc
|
291,290 | $39,851,384 | |
| 6 | SO |
Southern Co
|
187,671 | $17,961,991 | |
| 7 | DUK |
Duke Energy CORP
|
34,114 | $4,318,150 | |
| 8 | D |
Dominion Energy, Inc
|
56,694 | $3,871,632 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,447,248 | 1,497,633 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $141,447,323 | 1,522,904 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $125,261,204 | 1,560,304 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $119,280,993 | 1,580,090 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $110,912,195 | 1,597,698 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $114,758,928 | 1,618,831 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $115,797,199 | 1,615,249 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $137,312,813 | 1,624,427 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $115,504,067 | 1,631,183 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $106,011,670 | 1,658,765 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $102,053,646 | 1,680,172 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $97,031,557 | 1,693,691 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $126,028,996 | 1,698,504 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $124,029,889 | 1,609,106 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $136,157,814 | 1,628,682 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $129,720,170 | 1,654,383 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $129,057,422 | 1,666,117 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $145,146,434 | 1,713,451 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $158,964,351 | 1,702,703 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $135,418,889 | 1,724,642 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $129,758,653 | 1,770,724 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $138,209,106 | 1,827,921 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $144,275,436 | 1,870,064 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $133,345,096 | 480,419 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $118,315,427 | 492,632 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $121,052,792 | 503,087 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||