Position in NEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$35,634,795
-$6,244,332 QoQ
Shares Held
406,002
-10.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#286
of 3,000 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Carnegie Investment Counsel holds $120,056,382 across 14 Utilities - Regulated Electric names. NEE ranks #2 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
649,377 | $49,540,971 | |
| 2 | NEE |
Nextera Energy Inc
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|
406,002 | $35,634,795 | |
| 3 | SO |
Southern Co
|
207,587 | $19,868,151 | |
| 4 | AEP |
American Electric Power Co Inc
|
51,553 | $7,052,965 | |
| 5 | DTE |
Dte Energy Co
|
11,995 | $1,827,678 | |
| 6 | DUK |
Duke Energy CORP
|
12,422 | $1,572,376 | |
| 7 | ETR |
Entergy Corp /De/
|
9,102 | $1,045,455 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
8,301 | $969,307 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,634,795 | 406,002 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $41,879,127 | 450,895 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $36,779,559 | 458,141 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $31,622,081 | 418,891 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $30,083,781 | 433,359 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $30,458,242 | 429,655 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $30,444,448 | 424,668 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $34,757,890 | 411,190 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $28,451,387 | 401,799 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $24,789,666 | 387,884 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $26,221,397 | 431,699 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $22,867,188 | 399,148 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $28,394,485 | 382,675 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,533,474 | 370,180 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $27,470,207 | 328,591 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $24,435,613 | 311,639 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $24,697,114 | 318,837 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $27,603,346 | 325,857 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $29,575,607 | 316,791 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $25,475,028 | 324,440 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $23,436,629 | 319,823 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $22,627,577 | 299,267 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $15,682,434 | 203,272 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $13,119,428 | 47,267 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $10,555,711 | 43,951 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $10,519,906 | 43,720 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||