Position in NEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,258,212
+$3,534,733 QoQ
Shares Held
261,178
+1.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. NEE ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in NEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,258,212 | 261,178 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,723,479 | 258,140 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,626,386 | 233,493 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $14,930,298 | 215,072 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $29,610,611 | 417,698 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $21,998,506 | 306,856 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $26,343,436 | 311,646 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $22,957,239 | 324,209 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $21,264,454 | 332,725 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $19,911,240 | 327,811 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $19,443,882 | 339,394 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $26,248,621 | 353,755 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,733,651 | 372,777 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $30,550,198 | 365,433 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $27,428,288 | 349,806 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $26,232,061 | 338,653 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $26,362,006 | 311,203 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $27,838,551 | 298,185 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $2,534,022 | 34,580 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $2,614,593 | 34,580 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $2,667,847 | 34,580 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $9,598,024 | 34,580 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $8,305,078 | 34,580 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $8,320,639 | 34,580 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||