Position in NEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,637,197
-$663,883 QoQ
Shares Held
121,194
-0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#552
of 2,993 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, 2026MOTCO holds $26,691,258 across 24 Utilities - Regulated Electric names. NEE ranks #1 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
121,194 | $10,637,197 | |
| 2 | AEP |
American Electric Power Co Inc
|
43,232 | $5,914,569 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
43,135 | $5,036,873 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
46,511 | $3,774,832 | |
| 5 | SO |
Southern Co
|
5,542 | $530,424 | |
| 6 | D |
Dominion Energy, Inc
|
3,299 | $225,288 | |
| 7 | XEL |
Xcel Energy Inc
|
2,278 | $182,923 | |
| 8 | ETR |
Entergy Corp /De/
|
1,070 | $122,900 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,637,197 | 121,194 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,301,080 | 121,674 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,803,392 | 122,115 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,315,616 | 123,402 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $8,422,658 | 121,329 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,151,144 | 114,983 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,920,668 | 110,485 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $9,421,036 | 111,452 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,408,616 | 118,749 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,518,819 | 117,647 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,295,822 | 103,652 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,753,118 | 100,421 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,275,680 | 98,055 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,350,810 | 95,366 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,886,488 | 94,336 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,470,825 | 95,279 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,229,186 | 93,328 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $7,808,991 | 92,185 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,308,665 | 88,996 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,028,953 | 89,518 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $6,254,227 | 85,347 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,152,083 | 81,366 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $6,098,089 | 79,042 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $5,391,880 | 19,426 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $382,590 | 1,593 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $320,746 | 1,333 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||