Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$365,117,055
+$76,364,654 QoQ
Shares Held
4,159,930
+33.8% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#57
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. NEE ranks #1 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,117,055 | 4,159,930 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $288,752,401 | 3,108,876 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $267,448,402 | 3,331,445 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $251,779,304 | 3,335,267 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $180,155,450 | 2,595,152 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $218,812,546 | 3,086,649 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $263,195,065 | 3,671,294 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $527,172,358 | 6,236,512 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $457,484,573 | 6,460,734 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $479,760,673 | 7,506,817 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $457,421,519 | 7,530,812 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $317,510,460 | 5,542,162 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $431,252,328 | 5,812,026 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $432,623,214 | 5,612,652 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $603,294,799 | 7,216,445 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $598,499,059 | 7,632,943 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $627,820,501 | 8,105,093 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $638,348,636 | 7,535,694 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $711,650,881 | 7,622,653 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $644,017,897 | 8,201,960 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $459,539,244 | 6,271,005 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $468,617,546 | 6,197,825 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $671,099,920 | 8,698,638 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $624,044,529 | 2,248,323 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $598,346,326 | 2,491,345 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $619,578,692 | 2,574,926 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||