Position in NEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,881,833
-$561,702 QoQ
Shares Held
89,801
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#657
of 3,009 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $108,921,963 across 7 Utilities - Regulated Electric names. NEE ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
447,934 | $52,305,253 | |
| 2 | XEL |
Xcel Energy Inc
|
501,050 | $40,234,315 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
89,801 | $7,881,833 | |
| 4 | SO |
Southern Co
|
29,606 | $2,833,590 | |
| 5 | DUK |
Duke Energy CORP
|
21,451 | $2,715,267 | |
| 6 | D |
Dominion Energy, Inc
|
27,693 | $1,891,154 | |
| 7 | AEP |
American Electric Power Co Inc
|
7,752 | $1,060,551 |
All Filings in NEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,881,833 | 89,801 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,443,535 | 90,908 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,546,079 | 93,997 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,272,857 | 96,342 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,351,508 | 105,899 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $8,170,710 | 115,259 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $11,399,211 | 159,007 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $57,963,996 | 685,721 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $48,048,621 | 678,557 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $43,848,587 | 686,099 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $40,785,816 | 671,482 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $39,545,281 | 690,265 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $54,795,735 | 738,487 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $56,445,606 | 732,299 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $72,018,808 | 861,469 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $66,271,191 | 845,188 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $64,555,396 | 833,403 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $67,102,772 | 792,147 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $63,561,822 | 680,825 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $52,107,206 | 663,617 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $47,605,399 | 649,637 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $51,635,732 | 682,922 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $54,884,510 | 711,400 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $49,345,727 | 177,784 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $42,866,021 | 178,482 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $42,643,638 | 177,224 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||