Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,483,855
-$756,862 QoQ
Shares Held
176,414
+0.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#451
of 2,988 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 1%
None 7%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. NEE ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
176,414 | $15,483,855 | |
| 2 | DUK |
Duke Energy CORP
|
24,009 | $3,039,058 | |
| 3 | ED |
Consolidated Edison Inc
|
7,661 | $847,535 | |
| 4 | SO |
Southern Co
|
8,817 | $843,874 | |
| 5 | EIX |
Edison International
|
8,521 | $634,388 | |
| 6 | AEE |
Ameren Corp
|
3,600 | $406,944 | |
| 7 | ETR |
Entergy Corp /De/
|
2,924 | $335,850 | |
| 8 | CMS |
Cms Energy Corp
|
3,600 | $275,400 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,483,855 | 176,414 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,240,717 | 174,857 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,861,786 | 172,668 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,653,557 | 167,619 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $11,361,345 | 163,661 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,438,694 | 147,252 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,790,993 | 150,523 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,597,927 | 149,035 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,440,154 | 147,439 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,116,377 | 111,350 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,107,056 | 67,617 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,537,367 | 79,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,914,407 | 79,709 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,100,418 | 79,144 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,680,643 | 79,912 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,994,757 | 76,454 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,062,716 | 78,269 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,783,066 | 68,269 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,485,624 | 69,469 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,788,808 | 73,724 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,540,260 | 75,604 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,785,071 | 76,512 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,791,650 | 75,070 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,909,758 | 17,689 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,348,517 | 18,106 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,454,357 | 18,512 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||