Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,215,713
+$4,560,882 QoQ
Shares Held
230,326
+36.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#401
of 2,993 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, 2026Rafferty Asset Management, LLC holds $165,328,783 across 23 Utilities - Regulated Electric names. NEE ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
169,412 | $23,177,255 | |
| 2 | NEE |
Nextera Energy Inc
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|
230,326 | $20,215,713 | |
| 3 | XEL |
Xcel Energy Inc
|
243,132 | $19,523,499 | |
| 4 | EXC |
Exelon Corp
|
416,409 | $19,412,987 | |
| 5 | SO |
Southern Co
|
124,515 | $11,917,330 | |
| 6 | DUK |
Duke Energy CORP
|
86,106 | $10,899,297 | |
| 7 | D |
Dominion Energy, Inc
|
97,141 | $6,633,758 | |
| 8 | ETR |
Entergy Corp /De/
|
50,574 | $5,808,929 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,215,713 | 230,326 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,654,831 | 168,549 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,411,254 | 229,338 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,367,137 | 216,812 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,357,300 | 221,223 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,118,407 | 185,053 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,551,572 | 230,877 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $20,012,223 | 236,747 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,783,903 | 222,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,088,000 | 236,082 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $13,902,900 | 228,892 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,816,062 | 206,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,717,576 | 184,873 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,246,974 | 145,913 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,837,653 | 129,637 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,726,752 | 73,036 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,571,818 | 20,292 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,062,095 | 24,343 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,457,006 | 47,740 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,435,154 | 69,220 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,361,646 | 45,874 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,015,780 | 39,886 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,573,202 | 46,315 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,445,026 | 8,809 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,072,494 | 12,793 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,002,680 | 8,323 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||