Position in NEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$207,224
-$12,065 QoQ
Shares Held
2,361
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,703
of 2,993 holders
Holding Since
Mar 2022
18 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, 2026J.Safra Asset Management Corp holds $963,946 across 16 Utilities - Regulated Electric names. NEE ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
7,270 | $602,464 | |
| 2 | NEE |
Nextera Energy Inc
This page
|
2,361 | $207,224 | |
| 3 | AEE |
Ameren Corp
|
408 | $46,120 | |
| 4 | SO |
Southern Co
|
309 | $29,574 | |
| 5 | AEP |
American Electric Power Co Inc
|
105 | $14,365 | |
| 6 | DUK |
Duke Energy CORP
|
110 | $13,923 | |
| 7 | EIX |
Edison International
|
148 | $11,018 | |
| 8 | PCG |
PG&E Corp
|
320 | $5,382 |
All Filings in NEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,224 | 2,361 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $219,289 | 2,361 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $189,541 | 2,361 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $199,822 | 2,647 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $154,320 | 2,223 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $544,364 | 7,679 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $399,241 | 5,569 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $344,628 | 4,077 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $258,668 | 3,653 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $173,643 | 2,717 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $228,443 | 3,761 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $234,831 | 4,099 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $304,145 | 4,099 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $315,950 | 4,099 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $342,676 | 4,099 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,000 | 174 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,000 | 154 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,000 | 185 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||