Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,377,935
+$19,334,142 QoQ
Shares Held
596,231
+32.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. NEE ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,377,935 | 596,231 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,043,793 | 448,976 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,084,215 | 411,766 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $28,484,414 | 410,320 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $27,636,395 | 389,849 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $26,262,054 | 366,328 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $24,402,627 | 288,686 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $21,135,084 | 298,476 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,473,635 | 54,352 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,307,656 | 54,456 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,338,402 | 58,272 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,387,297 | 59,128 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,073,867 | 65,826 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,587,382 | 54,873 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $3,932,104 | 50,148 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,522,416 | 45,474 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,872,941 | 45,720 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,837,117 | 30,389 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,126,400 | 27,081 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,321,678 | 18,036 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,350,772 | 17,865 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $412,521 | 5,347 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $360,272 | 1,298 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $327,351 | 1,363 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,911,485 | 7,944 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||