Position in NEE
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$186,017,463
+$58,868,073 QoQ
Shares Held
2,002,772
+26.5% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Janney Montgomery Scott LLC holds $447,475,927 across 26 Utilities - Regulated Electric names. NEE ranks #1 (41.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,002,772 | $186,017,463 | |
| 2 | D |
Dominion Energy, Inc
|
692,160 | $42,789,331 | |
| 3 | SO |
Southern Co
|
383,517 | $37,017,060 | |
| 4 | AEP |
American Electric Power Co Inc
|
238,136 | $31,214,866 | |
| 5 | PPL |
PPL Corp
|
545,573 | $20,840,888 | |
| 6 | ETR |
Entergy Corp /De/
|
182,005 | $20,450,081 | |
| 7 | ED |
Consolidated Edison Inc
|
166,478 | $18,841,980 | |
| 8 | ES |
Eversource Energy
|
200,343 | $13,879,763 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $186,017,463 | 2,002,772 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $127,149,390 | 1,583,824 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $120,415,155 | 1,595,114 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $106,789,827 | 1,538,315 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $103,636,359 | 1,461,932 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $108,049,805 | 1,507,181 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $129,241,636 | 1,528,944 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $108,421,722 | 1,531,164 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $100,615,238 | 1,574,327 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $79,543,767 | 1,309,578 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $72,470,989 | 1,264,985 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $94,955,743 | 1,279,727 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $97,706,839 | 1,267,603 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $99,915,292 | 1,195,159 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $90,467,968 | 1,153,781 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $84,864,633 | 1,095,593 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $93,274,604 | 1,101,105 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $99,123,859 | 1,061,738 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $82,652,978 | 1,052,636 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $72,340,184 | 987,175 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $70,925,128 | 938,039 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $69,858,013 | 905,483 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $15,210,149 | 219,198 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $13,523,492 | 225,232 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $13,653,801 | 226,977 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||