Position in NEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$164,129
+$31,683 QoQ
Shares Held
1,870
+31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,757
of 3,000 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Catalyst Capital Advisors LLC holds $549,872 across 7 Utilities - Regulated Electric names. NEE ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,870 | $164,129 | |
| 2 | AEP |
American Electric Power Co Inc
|
664 | $90,841 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
935 | $75,884 | |
| 4 | DUK |
Duke Energy CORP
|
468 | $59,239 | |
| 5 | EXC |
Exelon Corp
|
1,223 | $57,015 | |
| 6 | ED |
Consolidated Edison Inc
|
468 | $51,774 | |
| 7 | XEL |
Xcel Energy Inc
|
635 | $50,990 |
All Filings in NEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,129 | 1,870 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $132,446 | 1,426 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $243,408 | 3,032 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $393,604 | 5,214 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $346,197 | 4,987 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $288,876 | 4,075 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $349,486 | 4,875 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $164,832 | 1,950 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $114,145 | 1,612 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $15,594 | 244 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $12,937 | 213 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $15,009 | 262 | Shares | Other | 2023-11-09 | |
| 2020-06-30 | $1,490,735 | 6,207 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $1,413,401 | 5,874 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||