Position in NEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,067,809
-$33,004 QoQ
Shares Held
12,166
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,562
of 2,993 holders
Holding Since
Dec 2020
23 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, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. NEE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
This page
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,809 | 12,166 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,100,813 | 11,852 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $866,060 | 10,788 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $843,072 | 11,168 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $685,730 | 9,878 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $893,710 | 12,607 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $612,089 | 8,538 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $867,024 | 10,257 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $942,127 | 13,305 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,048,187 | 16,401 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $993,341 | 16,354 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,157,830 | 20,210 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,183,712 | 15,953 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $840,942 | 10,910 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,122,246 | 13,424 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $1,115,852 | 14,231 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $737,264 | 9,518 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $921,136 | 10,874 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,053,287 | 11,282 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $278,196 | 3,543 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $255,160 | 3,482 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $257,981 | 3,412 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $218,488 | 2,832 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||