Position in NEE
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$79,220,509
+$9,423,392 QoQ
Shares Held
852,934
-1.9% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Welch Group, LLC holds $269,566,485 across 14 Utilities - Regulated Electric names. NEE ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
852,934 | $79,220,509 | |
| 2 | SO |
Southern Co
|
782,791 | $75,554,987 | |
| 3 | ED |
Consolidated Edison Inc
|
529,096 | $59,883,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
376,452 | $49,345,328 | |
| 5 | DUK |
Duke Energy CORP
|
12,807 | $1,676,948 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $708,205 | |
| 7 | D |
Dominion Energy, Inc
|
9,490 | $586,671 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $522,698 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $9,702,317 | 139,823 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $8,499,075 | 141,551 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $8,502,006 | 141,335 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||