Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$170,731,871
-$15,285,592 QoQ
Shares Held
1,945,219
-2.9% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#108
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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. NEE ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,731,871 | 1,945,219 | Shares | Sole | 2026-08-05 | |
| 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 | $60,840,596 | 219,198 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $54,093,969 | 225,232 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $54,615,205 | 226,977 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||