Position in NEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$26,381,116
+$3,391,830 QoQ
Shares Held
300,571
+21.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#343
of 2,988 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gradient Investments LLC holds $73,401,182 across 12 Utilities - Regulated Electric names. NEE ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
300,571 | $26,381,116 | |
| 2 | EIX |
Edison International
|
251,283 | $18,708,019 | |
| 3 | AEP |
American Electric Power Co Inc
|
121,230 | $16,585,476 | |
| 4 | NGG |
National Grid PLC
|
65,039 | $5,389,781 | |
| 5 | CNP |
Centerpoint Energy Inc
|
52,820 | $2,326,192 | |
| 6 | DUK |
Duke Energy CORP
|
7,504 | $949,856 | |
| 7 | SO |
Southern Co
|
8,412 | $805,112 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,297 | $735,300 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,381,116 | 300,571 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $22,989,286 | 247,516 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $21,330,235 | 265,698 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $33,400,248 | 442,446 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $29,517,245 | 425,198 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $28,583,627 | 403,211 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $26,490,315 | 369,512 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $29,004,271 | 343,124 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $30,595,868 | 432,084 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $29,778,353 | 465,942 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $24,592,957 | 404,889 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $21,903,857 | 382,333 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $27,382,619 | 369,038 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $26,568,551 | 344,688 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,001,272 | 95,709 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $22,218,492 | 283,363 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $21,883,844 | 282,518 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $29,299,918 | 345,885 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $32,747,607 | 350,767 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $27,018,417 | 344,096 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $9,185,574 | 125,349 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $7,416,358 | 98,087 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,262,791 | 16,368 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,567,249 | 16,455 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $3,416,178 | 14,224 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $3,024,593 | 12,570 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||