Position in NEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$36,377,944
-$1,562,514 QoQ
Shares Held
414,469
+1.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#283
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisors Capital Management, LLC holds $142,909,939 across 16 Utilities - Regulated Electric names. NEE ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
615,104 | $77,859,864 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
414,469 | $36,377,944 | |
| 3 | SO |
Southern Co
|
229,231 | $21,939,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,675 | $1,050,016 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
10,833 | $879,206 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
6,362 | $742,890 | |
| 7 | D |
Dominion Energy, Inc
|
10,014 | $683,856 | |
| 8 | ETR |
Entergy Corp /De/
|
5,796 | $665,728 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,377,944 | 414,469 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $37,940,458 | 408,489 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $32,332,930 | 402,752 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $30,236,160 | 400,532 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $27,459,219 | 395,552 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,649,065 | 361,815 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $24,539,056 | 342,294 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,860,844 | 317,767 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,433,670 | 316,815 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,138,296 | 315,104 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $19,012,895 | 313,021 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,646,637 | 308,023 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $18,791,001 | 253,248 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,621,757 | 241,590 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,355,248 | 64,058 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,096,963 | 65,004 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $4,830,870 | 62,366 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,463,032 | 64,491 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,468,354 | 69,284 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,366,292 | 68,343 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,978,423 | 67,937 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,057,401 | 66,888 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,323,735 | 69,005 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,152,297 | 14,960 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,497,595 | 14,563 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $2,922,329 | 12,145 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||