Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,922,327
+$1,357,410 QoQ
Shares Held
272,557
+12.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#367
of 3,000 holders
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, 2026Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. NEE ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
272,557 | $23,922,327 | |
| 2 | EIX |
Edison International
|
173,474 | $12,915,139 | |
| 3 | D |
Dominion Energy, Inc
|
148,831 | $10,163,668 | |
| 4 | ES |
Eversource Energy
|
102,948 | $7,440,051 | |
| 5 | SO |
Southern Co
|
76,871 | $7,357,323 | |
| 6 | DUK |
Duke Energy CORP
|
50,852 | $6,436,846 | |
| 7 | ETR |
Entergy Corp /De/
|
48,908 | $5,617,572 | |
| 8 | EXC |
Exelon Corp
|
98,188 | $4,577,524 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,922,327 | 272,557 | Shares | Sole | 2026-08-14 | |
| 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 | $45,824,878 | 165,099 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $39,750,056 | 165,508 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $39,695,081 | 164,970 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||