Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$138,384,237
+$24,289,425 QoQ
Shares Held
1,576,669
+28.4% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#123
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MACQUARIE GROUP LTD holds $844,160,797 across 30 Utilities - Regulated Electric names. NEE ranks #1 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,576,669 | $138,384,237 | |
| 2 | SO |
Southern Co
|
846,178 | $80,987,695 | |
| 3 | DUK |
Duke Energy CORP
|
573,538 | $72,598,439 | |
| 4 | XEL |
Xcel Energy Inc
|
696,209 | $55,905,581 | |
| 5 | AEP |
American Electric Power Co Inc
|
389,801 | $53,328,674 | |
| 6 | D |
Dominion Energy, Inc
|
635,119 | $43,372,276 | |
| 7 | ETR |
Entergy Corp /De/
|
316,854 | $36,393,850 | |
| 8 | EXC |
Exelon Corp
|
779,026 | $36,318,191 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,384,237 | 1,576,669 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $114,094,812 | 1,228,411 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $112,624,812 | 1,402,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $325,874,325 | 4,316,788 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $216,277,106 | 3,115,487 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $235,894,838 | 3,327,618 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $234,623,517 | 3,272,751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $282,654,201 | 3,343,833 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $273,122,241 | 3,857,114 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $248,883,497 | 3,894,281 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $207,587,330 | 3,417,638 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $269,607,197 | 4,706,008 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $263,774,988 | 3,554,919 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $341,147,367 | 4,425,887 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $517,776,346 | 6,193,497 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $416,103,050 | 5,306,760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $521,851,348 | 6,737,043 | Shares | Defined | 2022-08-17 | |
| 2022-03-31 | $423,646,481 | 5,001,139 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $399,646,055 | 4,280,699 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $243,000,316 | 3,094,757 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $228,927,375 | 3,124,009 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $84,864,132 | 1,122,393 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $80,991,296 | 1,049,790 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $76,772,538 | 276,598 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $76,145,414 | 317,048 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $41,030,279 | 170,519 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||