Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$16,141,341
+$3,185,697 QoQ
Shares Held
183,905
+31.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#446
of 2,997 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. NEE ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
183,905 | $16,141,341 | |
| 2 | DUK |
Duke Energy CORP
|
11,357 | $1,437,569 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,897 | $1,354,008 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
12,415 | $1,007,601 | |
| 5 | ED |
Consolidated Edison Inc
|
8,840 | $977,969 | |
| 6 | ETR |
Entergy Corp /De/
|
8,214 | $943,460 | |
| 7 | SO |
Southern Co
|
8,326 | $796,881 | |
| 8 | EXC |
Exelon Corp
|
16,158 | $753,285 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,141,341 | 183,905 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $12,955,644 | 139,488 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $8,669,918 | 107,996 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $8,524,481 | 112,922 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,136,370 | 117,205 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $8,200,554 | 115,680 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $8,184,058 | 114,159 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $9,399,735 | 111,200 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $7,932,560 | 112,026 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,494,660 | 148,563 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $6,739,527 | 110,957 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,131,057 | 124,473 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $953,173 | 12,846 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $792,074 | 10,276 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,021,174 | 12,215 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $911,281 | 11,622 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $756,009 | 9,760 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $910,208 | 10,745 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $867,314 | 9,290 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $654,464 | 8,335 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $610,788 | 8,335 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $633,611 | 8,380 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $640,190 | 8,298 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $493,224 | 1,777 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $364,097 | 1,516 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $316,896 | 1,317 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||