Position in NEE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$10,227,945
+$2,392,778 QoQ
Shares Held
110,120
+12.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 34%
Shared 6%
None 60%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Savant Capital, LLC holds $69,784,662 across 33 Utilities - Regulated Electric names. NEE ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
218,993 | $21,137,204 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
110,120 | $10,227,945 | |
| 3 | DUK |
Duke Energy CORP
|
67,301 | $8,812,392 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,869 | $3,784,148 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
27,136 | $3,141,534 | |
| 6 | ED |
Consolidated Edison Inc
|
17,663 | $1,999,098 | |
| 7 | EXC |
Exelon Corp
|
39,382 | $1,930,505 | |
| 8 | ES |
Eversource Energy
|
24,659 | $1,708,375 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,227,945 | 110,120 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,835,167 | 97,598 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,409,041 | 98,146 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $6,769,768 | 97,519 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $6,697,474 | 94,477 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $9,168,864 | 127,896 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,837,084 | 128,204 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,283,282 | 116,979 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,998,081 | 109,499 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,149,331 | 68,313 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,120,926 | 71,931 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,270,648 | 71,033 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,125,861 | 53,527 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,557,848 | 42,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,107,545 | 39,632 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,694,609 | 47,697 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,844,139 | 45,380 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,747,096 | 40,136 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,400,779 | 43,311 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,295,202 | 31,321 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,296,804 | 30,377 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,402,991 | 31,147 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,365,921 | 8,524 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,033,279 | 8,466 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,050,804 | 8,523 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||