Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,417,149
-$3,732,660 QoQ
Shares Held
38,933
-49.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#939
of 2,997 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. NEE ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
This page
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,417,149 | 38,933 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $7,149,809 | 76,979 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,554,781 | 81,649 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $6,364,863 | 84,314 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,591,220 | 94,947 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $7,361,501 | 103,844 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $7,131,219 | 99,473 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $8,307,946 | 98,284 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $6,822,685 | 96,352 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,390,552 | 84,346 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $4,530,353 | 74,586 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $4,950,027 | 86,403 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $5,967,460 | 80,424 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $6,340,523 | 82,259 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $6,902,601 | 82,567 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $6,462,552 | 82,420 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $5,821,506 | 75,155 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $5,936,985 | 70,086 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $5,939,656 | 63,621 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $5,101,601 | 64,972 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $4,517,492 | 61,647 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,475,320 | 32,738 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,191,754 | 28,409 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $1,844,108 | 6,644 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $1,192,684 | 4,966 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,610,710 | 6,694 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||