Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,564,917
+$3,596,038 QoQ
Shares Held
242,947
+2.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.65177590173988.ToString("F0")%
Shared 0.ToString("F0")%
None 0.34822409826011436.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Advisors Asset Management, Inc. holds $121,454,108 across 32 Utilities - Regulated Electric names. NEE ranks #1 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
242,947 | $22,564,917 | |
| 2 | EIX |
Edison International
|
175,273 | $12,826,478 | |
| 3 | D |
Dominion Energy, Inc
|
183,839 | $11,364,926 | |
| 4 | SO |
Southern Co
|
71,283 | $6,880,235 | |
| 5 | ETR |
Entergy Corp /De/
|
57,901 | $6,505,756 | |
| 6 | DUK |
Duke Energy CORP
|
49,008 | $6,417,107 | |
| 7 | EXC |
Exelon Corp
|
111,034 | $5,442,886 | |
| 8 | POR |
Portland General Electric Co /Or/
|
85,363 | $4,504,605 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,564,917 | 242,947 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,968,879 | 236,284 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $20,316,397 | 269,127 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,519,381 | 266,773 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,695,110 | 263,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,266,472 | 268,747 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,064,264 | 272,853 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,976,138 | 282,109 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,392,722 | 319,085 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,585,622 | 371,841 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,687,126 | 396,005 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,068,430 | 418,712 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $34,331,200 | 445,397 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $39,629,660 | 474,039 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,525,853 | 504,092 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $41,350,549 | 533,831 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $47,971,611 | 566,304 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $54,867,391 | 587,697 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $46,097,050 | 587,074 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $44,514,595 | 607,459 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $47,087,034 | 622,762 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $49,266,524 | 638,581 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $11,456,219 | 165,099 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,937,514 | 165,508 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,923,770 | 164,970 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||