Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,870,605
-$145,951 QoQ
Shares Held
32,706
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,013
of 2,997 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIM, LLC holds $4,350,650 across 2 Utilities - Regulated Electric names. NEE ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
32,706 | $2,870,605 | |
| 2 | CMS |
Cms Energy Corp
|
19,347 | $1,480,045 |
All Filings in NEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,870,605 | 32,706 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,016,556 | 32,478 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,629,491 | 32,754 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,595,270 | 34,379 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,421,091 | 34,876 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $2,482,780 | 35,023 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $2,396,883 | 33,434 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $2,812,820 | 33,276 | Shares | Sole | 2025-01-16 | |
| 2024-06-30 | $2,369,515 | 33,463 | Shares | Sole | 2024-09-06 | |
| 2024-03-31 | $2,114,398 | 33,084 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $1,967,733 | 32,396 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,397,016 | 24,385 | Shares | Sole | 2024-05-17 | |
| 2023-06-30 | $1,674,545 | 22,568 | Shares | Sole | 2024-05-17 | |
| 2023-03-31 | $1,759,505 | 22,827 | Shares | Sole | 2024-05-17 | |
| 2022-12-31 | $1,781,181 | 21,306 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,616,108 | 20,611 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,511,554 | 19,514 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,466,330 | 17,310 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,473,780 | 15,786 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,262,680 | 16,081 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,142,508 | 15,591 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $992,003 | 13,120 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $930,660 | 12,063 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||