Position in NEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,289,618
-$216,322 QoQ
Shares Held
37,480
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#120
of 556 holders
Holding Since
Mar 2020
26 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, 2026Ballentine Partners, LLC holds $21,923,672 across 29 Utilities - Regulated Electric names. NEE ranks #1 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
37,480 | $3,289,618 | |
| 2 | EXC |
Exelon Corp
|
47,603 | $2,219,250 | |
| 3 | AEP |
American Electric Power Co Inc
|
15,829 | $2,165,564 | |
| 4 | DUK |
Duke Energy CORP
|
14,134 | $1,789,080 | |
| 5 | AEE |
Ameren Corp
|
9,219 | $1,042,115 | |
| 6 | ED |
Consolidated Edison Inc
|
8,569 | $947,988 | |
| 7 | D |
Dominion Energy, Inc
|
13,577 | $927,172 | |
| 8 | SO |
Southern Co
|
8,088 | $774,101 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,289,618 | 37,480 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $3,505,940 | 37,747 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,003,836 | 37,417 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,893,153 | 38,325 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $3,151,388 | 45,396 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $3,136,314 | 44,242 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $3,239,239 | 45,184 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $3,727,095 | 44,092 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,880,903 | 40,685 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,001,916 | 31,324 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $2,914,244 | 47,979 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $2,206,695 | 38,518 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $2,449,860 | 33,017 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,601,295 | 33,748 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $2,631,142 | 31,473 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,094,644 | 26,714 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,757,101 | 22,684 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $1,977,976 | 23,350 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,716,236 | 18,383 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,119,301 | 14,255 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,046,511 | 14,281 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,086,741 | 14,373 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,135,415 | 14,717 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $289,562 | 4,173 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $338,698 | 5,641 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $342,642 | 5,696 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||