Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,807,244
-$5,521,428 QoQ
Shares Held
1,045,998
-0.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#158
of 3,009 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2021CallValue
$8,000
CallShares
2,000
PutValue
$1,000
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 Jun 30, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. NEE ranks #1 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in NEE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,807,244 | 1,045,998 | Shares | Defined | 2026-08-13 | |
| 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 | $70,081,979 | 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 | $8,000 | 2,000 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $32,332,801 | 427,626 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $1,000 | 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 | $27,756 | 100 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $29,507,680 | 106,311 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $25,019,469 | 104,174 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $26,276,666 | 109,204 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||