Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$38,422,896
+$2,493,012 QoQ
Shares Held
437,768
+13.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#277
of 3,009 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. NEE ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,422,896 | 437,768 | Shares | Defined | 2026-07-24 | |
| 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 | $2,283,486 | 8,227 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,045,768 | 8,518 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $631,627 | 2,625 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||