Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,820,281
-$3,683,221 QoQ
Shares Held
316,968
-6.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#327
of 2,997 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, 2026Utah Retirement Systems holds $174,686,472 across 27 Utilities - Regulated Electric names. NEE ranks #1 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
316,968 | $27,820,281 | |
| 2 | SO |
Southern Co
|
171,346 | $16,399,525 | |
| 3 | DUK |
Duke Energy CORP
|
118,293 | $14,973,527 | |
| 4 | AEP |
American Electric Power Co Inc
|
82,685 | $11,312,134 | |
| 5 | D |
Dominion Energy, Inc
|
133,597 | $9,123,339 | |
| 6 | ETR |
Entergy Corp /De/
|
69,458 | $7,977,945 | |
| 7 | XEL |
Xcel Energy Inc
|
94,795 | $7,612,038 | |
| 8 | EXC |
Exelon Corp
|
155,635 | $7,255,703 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,820,281 | 316,968 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $31,503,502 | 339,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,455,117 | 341,992 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,718,537 | 340,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,541,918 | 339,123 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,128,758 | 340,369 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $24,443,565 | 340,962 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,770,799 | 340,362 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $23,987,737 | 338,762 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,768,704 | 356,262 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,317,431 | 350,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,997,761 | 349,062 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,789,100 | 347,562 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,275,682 | 353,862 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $29,490,903 | 352,762 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $27,605,181 | 352,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,131,294 | 350,262 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $29,653,752 | 350,062 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,218,608 | 355,812 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,875,542 | 355,012 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $27,400,271 | 373,912 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $28,437,828 | 376,112 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,290,015 | 392,612 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $26,077,594 | 93,953 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $22,420,590 | 93,353 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $22,414,474 | 93,153 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||