Position in NEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$131,528,172
-$24,059,945 QoQ
Shares Held
1,498,555
-10.5% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#126
of 3,000 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, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. NEE ranks #1 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,528,172 | 1,498,555 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $155,588,117 | 1,675,152 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $124,521,505 | 1,551,090 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $92,422,935 | 1,224,307 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,447,292 | 1,173,254 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $111,987,485 | 1,579,736 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $121,718,006 | 1,697,838 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $135,726,693 | 1,605,663 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $177,033,143 | 2,500,115 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $124,260,468 | 1,944,304 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $152,003,186 | 2,502,522 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $117,433,156 | 2,049,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $168,597,833 | 2,272,208 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $164,644,961 | 2,136,027 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $177,809,341 | 2,126,906 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $189,094,418 | 2,411,611 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $160,494,408 | 2,071,965 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $183,975,634 | 2,171,829 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $172,785,273 | 1,850,742 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $139,375,434 | 1,775,031 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $110,774,957 | 1,511,667 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $120,631,747 | 1,595,447 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $128,386,858 | 1,664,120 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $163,140,053 | 587,765 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $148,608,790 | 618,765 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $146,529,158 | 608,965 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||