Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,473,506
-$1,705,476 QoQ
Shares Held
119,329
-9.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#564
of 3,015 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. NEE ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
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|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,473,506 | 119,329 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,178,982 | 131,126 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,280,993 | 152,977 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,079,440 | 146,767 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,834,314 | 141,664 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $8,327,873 | 117,476 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $7,305,712 | 101,907 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $9,343,016 | 110,529 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $8,475,248 | 119,690 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $7,358,022 | 115,131 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $5,220,117 | 85,942 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $6,453,718 | 112,650 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $6,891,473 | 92,877 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $6,783,271 | 88,003 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $8,646,831 | 103,431 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,241,047 | 105,102 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,900,145 | 101,990 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $11,369,522 | 134,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,304,598 | 163,931 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $11,687,544 | 148,848 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $10,914,176 | 148,938 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,842,117 | 103,718 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,651,905 | 163,991 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,082,318 | 32,722 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $242,331 | 1,009 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,335,681 | 5,551 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||