Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$457,319,792
-$55,438,180 QoQ
Shares Held
5,210,434
-5.6% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#44
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. NEE ranks #1 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,319,792 | 5,210,434 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $512,757,972 | 5,520,650 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $406,394,459 | 5,062,213 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $394,930,992 | 5,231,567 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $408,113,446 | 5,878,903 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $420,070,108 | 5,925,661 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $412,495,083 | 5,753,872 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $494,150,630 | 5,845,861 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $409,556,755 | 5,783,883 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $318,156,186 | 4,978,191 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $275,802,664 | 4,540,709 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $278,321,236 | 4,858,112 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $259,136,599 | 3,492,407 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $255,959,324 | 3,320,697 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $294,047,199 | 3,517,311 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $262,857,293 | 3,352,344 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $244,255,547 | 3,153,312 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $253,914,667 | 2,997,458 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $350,051,732 | 3,749,483 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $279,800,288 | 3,563,427 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $254,553,761 | 3,473,714 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $236,419,087 | 3,126,823 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $218,817,073 | 2,836,255 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $183,320,053 | 660,470 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $150,323,603 | 625,905 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $115,132,098 | 478,481 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||