Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$229,947,218
-$6,794,892 QoQ
Shares Held
2,619,884
+2.8% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#81
of 2,997 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)
Derivatives in NEE
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$23
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. NEE ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
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|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in NEE
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,947,218 | 2,619,884 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $236,742,110 | 2,548,903 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $197,795,549 | 2,463,821 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $184,511,978 | 2,444,191 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $166,533,512 | 2,398,927 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $190,333,978 | 2,684,920 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $23 | 100 | Put | Sole | 2025-05-13 | |
| 2024-12-31 | $167,231,263 | 2,332,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $195,543,502 | 2,313,303 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $741 | 900 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $150,801,295 | 2,129,661 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,406 | 1,400 | Call | Sole | 2024-05-06 | |
| 2024-03-31 | $117,765,806 | 1,842,682 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $130,302,788 | 2,145,255 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $126,784,087 | 2,213,023 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $164,310,557 | 2,214,428 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $159,926,586 | 2,074,813 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $170,438,664 | 2,038,740 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $163,731,057 | 2,088,140 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $160,129,727 | 2,067,257 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $7,746 | 100 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $130,249,757 | 1,537,596 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $148,651,619 | 1,592,241 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $93 | 1 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $101,090,652 | 1,287,451 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,203,921 | 1,244,595 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $87,532,260 | 1,157,681 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $86,739,436 | 1,124,296 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $72,891,419 | 262,615 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $57,167,184 | 238,028 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $56,113,305 | 233,203 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||