Position in NEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$97,328,672
+$18,530,080 QoQ
Shares Held
1,047,897
+6.8% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3038466566847696.ToString("F0")%
Shared 0.ToString("F0")%
None 99.69615334331523.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2021CallValue
$151,220
CallShares
2,000
PutValue
$22,683
PutShares
300
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, 2026Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. NEE ranks #1 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,047,897 | $97,328,672 | |
| 2 | DUK |
Duke Energy CORP
|
443,982 | $58,135,002 | |
| 3 | SO |
Southern Co
|
589,557 | $56,904,041 | |
| 4 | AEP |
American Electric Power Co Inc
|
399,995 | $52,431,344 | |
| 5 | XEL |
Xcel Energy Inc
|
441,228 | $35,051,152 | |
| 6 | ED |
Consolidated Edison Inc
|
272,746 | $30,869,391 | |
| 7 | EVRG |
Evergy, Inc.
|
375,646 | $30,772,919 | |
| 8 | D |
Dominion Energy, Inc
|
448,328 | $27,715,636 |
All Filings in NEE
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,328,672 | 1,047,897 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $78,798,592 | 981,547 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $69,110,189 | 915,488 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,337,354 | 897,974 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $62,285,584 | 878,623 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $60,064,103 | 837,831 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $70,258,799 | 831,170 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $57,460,310 | 811,472 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $48,461,738 | 758,281 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $46,534,553 | 766,127 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $52,411,068 | 914,838 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $53,574,922 | 722,034 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $54,782,990 | 710,729 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $58,790,446 | 703,235 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $53,386,938 | 680,869 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $55,594,048 | 717,713 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $55,914,021 | 660,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $39,403,334 | 422,058 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $33,920,247 | 431,995 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $30,161,095 | 411,587 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $151,220 | 2,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $32,332,801 | 427,626 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $22,683 | 300 | Put | Sole | 2021-04-30 | |
| 2020-12-31 | $30,860 | 400 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $32,976,301 | 427,431 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $6,939 | 100 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $7,376,919 | 106,311 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $6,254,867 | 104,174 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,569,166 | 109,204 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||