Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$84,394,668
+$7,178,556 QoQ
Shares Held
908,642
-5.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026Epoch Investment Partners, Inc. holds $465,278,574 across 10 Utilities - Regulated Electric names. NEE ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
899,618 | $117,921,926 | |
| 2 | ETR |
Entergy Corp /De/
|
858,181 | $96,425,216 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
908,642 | $84,394,668 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
498,231 | $50,196,772 | |
| 5 | DUK |
Duke Energy CORP
|
374,011 | $48,972,999 | |
| 6 | LNT |
Alliant Energy Corp
|
211,449 | $15,173,579 | |
| 7 | CMS |
Cms Energy Corp
|
175,763 | $13,635,693 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
113,463 | $13,135,610 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,394,668 | 908,642 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $77,216,112 | 961,835 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $73,422,176 | 972,608 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $70,563,555 | 1,016,473 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $76,589,625 | 1,080,401 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $78,853,622 | 1,099,925 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $106,937,295 | 1,265,081 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $91,101,525 | 1,286,563 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $82,442,301 | 1,289,975 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $89,415,109 | 1,472,096 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $81,058,531 | 1,414,881 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $141,286,741 | 1,904,134 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $180,099,730 | 2,336,530 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $195,542,405 | 2,339,024 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $186,482,031 | 2,378,294 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $176,844,044 | 2,283,037 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $158,469,960 | 1,870,735 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $167,409,696 | 1,793,163 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $147,948,718 | 1,884,217 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $146,785,409 | 2,003,076 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $82,083,652 | 1,085,619 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $73,494,170 | 952,614 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||