Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$177,625,327
-$12,262,723 QoQ
Shares Held
2,023,759
-1.0% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#102
of 2,993 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $751,311,019 across 23 Utilities - Regulated Electric names. NEE ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,023,759 | $177,625,327 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,172,080 | $160,352,264 | |
| 3 | SO |
Southern Co
|
548,439 | $52,491,096 | |
| 4 | DUK |
Duke Energy CORP
|
380,561 | $48,171,410 | |
| 5 | D |
Dominion Energy, Inc
|
433,245 | $29,586,300 | |
| 6 | ETR |
Entergy Corp /De/
|
222,405 | $25,545,438 | |
| 7 | XEL |
Xcel Energy Inc
|
302,981 | $24,329,374 | |
| 8 | EXC |
Exelon Corp
|
494,934 | $23,073,822 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,625,327 | 2,023,759 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $189,888,050 | 2,044,445 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $165,112,437 | 2,056,707 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $156,823,000 | 2,077,401 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $148,591,218 | 2,140,467 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $150,791,536 | 2,127,120 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $154,178,019 | 2,150,621 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $184,732,621 | 2,185,409 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $155,951,448 | 2,202,393 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $142,901,353 | 2,235,978 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $156,581,949 | 2,577,905 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $148,183,277 | 2,586,547 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $195,519,967 | 2,635,040 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $205,895,171 | 2,671,188 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $227,879,555 | 2,725,832 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $227,595,531 | 2,902,634 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $213,753,503 | 2,759,534 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $249,349,305 | 2,943,564 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $292,789,843 | 3,136,138 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $248,191,354 | 3,160,868 | Shares | Defined | 2021-10-20 | |
| 2021-06-30 | $234,958,762 | 3,206,315 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $253,289,794 | 3,349,951 | Shares | Defined | 2021-04-22 | |
| 2020-12-31 | $263,657,578 | 3,417,467 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $235,946,816 | 850,075 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $207,802,768 | 865,232 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $217,835,691 | 905,310 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||