Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$75,324,389
-$3,896,120 QoQ
Shares Held
858,202
+0.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#186
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. NEE ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $553,152 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,324,389 | 858,202 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $79,220,509 | 852,934 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $69,797,117 | 869,421 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $65,738,730 | 870,827 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $59,065,104 | 850,837 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $59,193,929 | 835,011 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $57,528,715 | 802,465 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $68,297,535 | 807,968 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $57,221,561 | 808,100 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $50,758,919 | 794,225 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $42,459,628 | 699,039 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $37,987,337 | 663,071 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $47,360,153 | 638,277 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $48,301,796 | 626,645 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $52,236,958 | 624,844 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $48,217,131 | 614,936 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $47,198,546 | 609,328 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $49,362,465 | 582,723 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $52,548,142 | 562,855 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $43,588,964 | 555,132 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $40,595,727 | 553,981 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $40,717,345 | 538,518 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $42,066,809 | 545,260 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $38,809,271 | 139,823 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $33,996,303 | 141,551 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $34,008,027 | 141,335 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||