Position in NEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$35,929,884
+$5,336,301 QoQ
Shares Held
386,842
+1.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $188,920,302 across 26 Utilities - Regulated Electric names. NEE ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
584,490 | $67,666,407 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
386,842 | $35,929,884 | |
| 3 | SO |
Southern Co
|
200,127 | $19,316,257 | |
| 4 | DUK |
Duke Energy CORP
|
80,566 | $10,549,311 | |
| 5 | AEE |
Ameren Corp
|
79,702 | $8,760,843 | |
| 6 | ETR |
Entergy Corp /De/
|
66,872 | $7,513,737 | |
| 7 | AEP |
American Electric Power Co Inc
|
45,600 | $5,977,247 | |
| 8 | CMS |
Cms Energy Corp
|
62,480 | $4,847,198 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,929,884 | 386,842 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,593,583 | 381,086 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $28,777,768 | 381,213 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $22,163,237 | 319,263 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,861,412 | 308,385 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $20,427,061 | 284,936 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $24,045,740 | 284,464 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,929,317 | 55,491 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,638,907 | 56,938 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,888,392 | 64,017 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $3,700,303 | 64,589 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,737,144 | 77,320 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $5,804,432 | 75,304 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $6,411,785 | 76,696 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $5,908,507 | 75,354 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $5,845,983 | 75,471 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,661,424 | 78,638 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $8,607,698 | 92,199 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $3,154,148 | 40,170 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,960,313 | 26,751 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,802,542 | 23,840 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,853,914 | 24,030 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $570,871 | 8,227 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $511,442 | 8,518 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $157,906 | 2,625 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||