Harel Insurance Investments & Financial Services Ltd.
InsurancePosition in NEE — Nextera Energy Inc
CIK 1429390
Ramat Gan, L3
Position in NEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,213,420
+$576,357 QoQ
Shares Held
13,825
+101.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,492
of 2,993 holders
Holding Since
Mar 2020
22 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, 2026Harel Insurance Investments & Financial Services Ltd. holds $2,816,072 across 22 Utilities - Regulated Electric names. NEE ranks #1 (43.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
13,825 | $1,213,420 | |
| 2 | DUK |
Duke Energy CORP
|
2,501 | $316,576 | |
| 3 | SO |
Southern Co
|
2,615 | $250,281 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,634 | $223,547 | |
| 5 | D |
Dominion Energy, Inc
|
1,184 | $80,855 | |
| 6 | ETR |
Entergy Corp /De/
|
616 | $70,753 | |
| 7 | XEL |
Xcel Energy Inc
|
832 | $66,809 | |
| 8 | EXC |
Exelon Corp
|
1,366 | $63,682 |
All Filings in NEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,420 | 13,825 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $637,063 | 6,859 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $495,648 | 6,174 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $464,338 | 6,151 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $224,365 | 3,232 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $219,333 | 3,094 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $93,340 | 1,302 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $25,359 | 300 | Shares | Defined | 2024-10-15 | |
| 2023-06-30 | $196,036 | 2,642 | Shares | Defined | 2023-07-17 | |
| 2023-03-31 | $359,655 | 4,666 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $453,028 | 5,419 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $377,857 | 4,819 | Shares | Defined | 2022-10-31 | |
| 2022-06-30 | $77,460 | 1,000 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $254,130 | 3,000 | Shares | Defined | 2022-05-03 | |
| 2021-12-31 | $787,118 | 8,431 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,038,819 | 13,230 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $1,720,834 | 23,483 | Shares | Defined | 2021-07-26 | |
| 2021-03-31 | $3,485,318 | 46,096 | Shares | Defined | 2021-04-27 | |
| 2020-12-31 | $1,728,160 | 22,400 | Shares | Defined | 2021-01-26 | |
| 2020-09-30 | $1,471,068 | 5,300 | Shares | Defined | 2020-10-20 | |
| 2020-06-30 | $173,162 | 721 | Shares | Defined | 2020-07-14 | |
| 2020-03-31 | $88,788 | 369 | Shares | Defined | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||