Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$121,222,745
-$3,662,031 QoQ
Shares Held
1,381,141
+2.7% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#133
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $487,166,782 across 31 Utilities - Regulated Electric names. NEE ranks #1 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,381,141 | $121,222,745 | |
| 2 | AEP |
American Electric Power Co Inc
|
718,033 | $98,234,094 | |
| 3 | DUK |
Duke Energy CORP
|
501,296 | $63,454,047 | |
| 4 | SO |
Southern Co
|
325,851 | $31,187,199 | |
| 5 | ETR |
Entergy Corp /De/
|
136,917 | $15,726,286 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
128,921 | $13,794,547 | |
| 7 | D |
Dominion Energy, Inc
|
201,862 | $13,785,155 | |
| 8 | EVRG |
Evergy, Inc.
|
123,696 | $10,691,045 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,222,745 | 1,381,141 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $124,884,776 | 1,344,582 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,723,347 | 432,528 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,588,774 | 405,203 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $28,091,080 | 404,654 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $29,390,781 | 414,597 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,268,989 | 296,680 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,117,920 | 297,148 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,022,072 | 296,880 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $18,182,906 | 284,508 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,695,136 | 373,644 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,296,812 | 371,737 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $26,749,916 | 360,511 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $27,191,357 | 352,768 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,338,416 | 350,938 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $26,808,300 | 341,899 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $23,356,281 | 301,527 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $25,000,631 | 295,132 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,451,212 | 240,480 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,095,592 | 243,194 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $11,216,969 | 153,070 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $11,367,131 | 150,339 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $10,268,047 | 133,092 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,499,442 | 30,622 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $7,665,025 | 31,915 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,868,016 | 28,543 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||