Position in NEE
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$119,687,488
+$22,239,692 QoQ
Shares Held
1,288,625
+6.2% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2026CallValue
$3,427,272
CallShares
36,900
PutValue
$5,387,040
PutShares
58,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Allianz Asset Management GmbH holds $1,237,786,124 across 22 Utilities - Regulated Electric names. NEE ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
4,620,365 | $338,118,309 | |
| 2 | EXC |
Exelon Corp
|
4,207,807 | $206,266,697 | |
| 3 | PCG |
PG&E Corp
|
10,085,232 | $177,197,526 | |
| 4 | NEE |
Nextera Energy Inc
This page
|
1,288,625 | $119,687,488 | |
| 5 | ED |
Consolidated Edison Inc
|
1,023,910 | $115,886,131 | |
| 6 | ES |
Eversource Energy
|
1,139,920 | $78,973,656 | |
| 7 | AEP |
American Electric Power Co Inc
|
385,370 | $50,514,299 | |
| 8 | OGE |
Oge Energy Corp.
|
945,809 | $45,360,998 |
All Filings in NEE
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $119,687,488 | 1,288,625 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $5,387,040 | 58,000 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $3,427,272 | 36,900 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $4,752,576 | 59,200 | Call | Defined | 2026-02-11 | |
| 2025-12-31 | $6,245,784 | 77,800 | Put | Defined | 2026-02-11 | |
| 2025-12-31 | $97,447,796 | 1,213,849 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $101,739,758 | 1,347,725 | Shares | Defined | 2025-11-04 | |
| 2025-09-30 | $9,187,133 | 121,700 | Put | Defined | 2025-11-04 | |
| 2025-09-30 | $6,945,080 | 92,000 | Call | Defined | 2025-11-04 | |
| 2025-06-30 | $12,551,136 | 180,800 | Put | Defined | 2025-07-28 | |
| 2025-06-30 | $8,476,182 | 122,100 | Call | Defined | 2025-07-28 | |
| 2025-06-30 | $101,906,197 | 1,467,966 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $91,061,322 | 1,284,544 | Shares | Defined | 2025-05-05 | |
| 2025-03-31 | $6,245,409 | 88,100 | Put | Defined | 2025-05-05 | |
| 2025-03-31 | $4,671,651 | 65,900 | Call | Defined | 2025-05-05 | |
| 2024-12-31 | $5,283,553 | 73,700 | Put | Defined | 2025-02-03 | |
| 2024-12-31 | $2,179,376 | 30,400 | Call | Defined | 2025-02-03 | |
| 2024-12-31 | $139,575,696 | 1,946,934 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $3,524,901 | 41,700 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $134,837,268 | 1,595,141 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $4,057,440 | 48,000 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $82,639,021 | 1,167,053 | Shares | Defined | 2024-08-13 | |
| 2024-06-30 | $913,449 | 12,900 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $800,153 | 11,300 | Call | Defined | 2024-08-13 | |
| 2024-03-31 | $75,951,793 | 1,188,418 | Shares | Defined | 2024-05-14 | |
| 2024-03-31 | $166,166 | 2,600 | Call | Defined | 2024-05-14 | |
| 2024-03-31 | $242,858 | 3,800 | Put | Defined | 2024-05-14 | |
| 2023-12-31 | $63,564,227 | 1,046,497 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $51,260,570 | 894,756 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $81,123,006 | 1,093,302 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $63,480,851 | 823,571 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $45,085,228 | 539,297 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $53,331,423 | 680,161 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $71,178,146 | 918,902 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $74,326,671 | 877,425 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $123,052,695 | 1,567,151 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $130,792,120 | 1,784,827 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $122,467,481 | 1,619,726 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $240,350,949 | 3,115,372 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $55,293,559 | 796,852 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $42,184,777 | 702,582 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,779,441 | 445,174 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||