Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$123,456,492
+$14,510,853 QoQ
Shares Held
1,406,591
+19.9% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#131
of 3,000 holders
Holding Since
Mar 2020
8 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, 2026Altshuler Shaham Ltd holds $137,131,103 across 9 Utilities - Regulated Electric names. NEE ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,406,591 | $123,456,492 | |
| 2 | AEP |
American Electric Power Co Inc
|
28,792 | $3,939,033 | |
| 3 | D |
Dominion Energy, Inc
|
50,022 | $3,416,002 | |
| 4 | SO |
Southern Co
|
21,918 | $2,097,771 | |
| 5 | ETR |
Entergy Corp /De/
|
11,490 | $1,319,741 | |
| 6 | XEL |
Xcel Energy Inc
|
13,765 | $1,105,329 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,874 | $1,036,216 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
8,956 | $726,868 |
All Filings in NEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,456,492 | 1,406,591 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $108,945,639 | 1,172,972 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $77,731,912 | 968,260 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $882,931 | 11,696 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $591,874 | 8,526 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $444,551 | 6,271 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $140,082 | 1,954 | Shares | Defined | 2025-02-13 | |
| 2020-03-31 | $149,184 | 620 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||