Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,809,913
-$695,611 QoQ
Shares Held
100,375
-1.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#628
of 2,997 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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. NEE ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
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|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
|
32,964 | $2,647,009 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,809,913 | 100,375 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,505,524 | 102,342 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,339,406 | 103,879 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,918,599 | 104,896 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,319,020 | 105,431 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,589,908 | 107,066 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,690,114 | 107,269 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,227,886 | 109,167 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,852,120 | 110,890 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,108,325 | 111,224 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,856,148 | 112,877 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,550,022 | 114,331 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,768,139 | 118,169 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,196,337 | 119,309 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $10,204,634 | 122,065 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $9,719,076 | 123,952 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $9,619,834 | 124,191 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,554,866 | 124,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,660,757 | 124,901 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $10,381,835 | 132,219 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,209,348 | 152,966 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,573,320 | 153,066 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $11,843,836 | 153,517 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,780,152 | 38,839 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $9,283,050 | 38,652 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $9,359,877 | 38,899 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||