Position in NEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$366,555,694
-$12,693,408 QoQ
Shares Held
4,176,321
+2.3% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#56
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$2,129,193
PutShares
29,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. NEE ranks #1 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in NEE
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33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,555,694 | 4,176,321 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $379,249,102 | 4,083,216 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $319,406,583 | 3,978,657 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $287,082,506 | 3,802,921 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $255,769,381 | 3,684,376 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $239,128,770 | 3,373,237 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,129,193 | 29,700 | Put | Sole | 2025-02-11 | |
| 2024-12-31 | $221,891,160 | 3,095,148 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $250,755,793 | 2,966,471 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $1,098,890 | 13,000 | Put | Sole | 2024-11-08 | |
| 2024-06-30 | $1,678,197 | 23,700 | Put | Sole | 2024-08-07 | |
| 2024-06-30 | $199,877,298 | 2,822,727 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $28,951 | 453 | Put | Sole | 2024-05-10 | |
| 2024-03-31 | $170,106,179 | 2,661,652 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $455,550 | 7,500 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $145,643,283 | 2,397,815 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $139,530,768 | 2,435,517 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $1,128,613 | 19,700 | Put | Sole | 2023-11-13 | |
| 2023-06-30 | $200,340 | 2,700 | Put | Sole | 2023-07-31 | |
| 2023-06-30 | $148,787,175 | 2,005,218 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $147,061,086 | 1,907,902 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $156,322,135 | 1,869,882 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $141,577,409 | 1,805,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $129,398,091 | 1,670,515 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $121,173,843 | 1,430,455 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $126,517,270 | 1,355,155 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $100,867,106 | 1,284,604 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $88,574,048 | 1,208,707 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $84,858,085 | 1,122,313 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $78,572,414 | 1,018,437 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $58,395,015 | 210,387 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $45,639,745 | 190,031 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $49,758,050 | 206,791 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||