Position in NEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$10,541,440
-$584,469 QoQ
Shares Held
120,103
+0.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#561
of 3,009 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. NEE ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
This page
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,541,440 | 120,103 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $11,125,909 | 119,788 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,995,502 | 124,508 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,118,119 | 107,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,278,825 | 104,852 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,271,090 | 116,675 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,232,882 | 128,789 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $9,454,426 | 111,847 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,160,355 | 115,243 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,260,878 | 113,611 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,917,252 | 113,883 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,105 | 118,355 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,770,216 | 118,197 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,962,631 | 116,277 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,019,375 | 119,849 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $16,624,016 | 212,014 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $17,111,997 | 220,914 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $18,340,476 | 216,509 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $20,071,373 | 214,989 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $17,649,489 | 224,777 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $16,668,048 | 227,457 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $16,605,996 | 219,627 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $19,804,713 | 256,704 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,917,086 | 46,538 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $10,531,934 | 43,852 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,254,502 | 42,617 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||