Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,893,126
+$1,242,981 QoQ
Shares Held
44,356
+55.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#888
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, 2026Douglass Winthrop Advisors, LLC holds $4,218,540 across 2 Utilities - Regulated Electric names. NEE ranks #1 (92.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
44,356 | $3,893,126 | |
| 2 | SO |
Southern Co
|
3,400 | $325,414 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,893,126 | 44,356 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,650,145 | 28,533 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,355,334 | 29,339 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,190,191 | 29,013 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,260,384 | 32,561 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,319,591 | 32,721 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,406,274 | 33,565 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $11,453,561 | 135,497 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,006,493 | 155,437 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,952,959 | 155,734 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,944,792 | 130,800 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,124,180 | 141,808 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,102,194 | 109,194 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,472,171 | 109,914 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,638,806 | 103,335 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,091,363 | 103,193 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,261,883 | 106,660 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,910,392 | 116,992 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,844,676 | 126,871 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,187,703 | 117,011 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,813,333 | 106,623 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,483,272 | 98,972 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,497,495 | 84,219 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $5,367,732 | 19,339 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,417,446 | 18,393 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $4,284,239 | 17,805 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||