Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,184,092
+$302,272 QoQ
Shares Held
127,425
+8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#540
of 2,997 holders
Holding Since
Mar 2020
25 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, 2026Horizon Investments, LLC holds $76,737,001 across 28 Utilities - Regulated Electric names. NEE ranks #1 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
127,425 | $11,184,092 | |
| 2 | AEP |
American Electric Power Co Inc
|
62,687 | $8,576,208 | |
| 3 | DUK |
Duke Energy CORP
|
63,683 | $8,060,994 | |
| 4 | SO |
Southern Co
|
70,508 | $6,748,320 | |
| 5 | ED |
Consolidated Edison Inc
|
54,702 | $6,051,682 | |
| 6 | PCG |
PG&E Corp
|
290,801 | $4,891,272 | |
| 7 | EIX |
Edison International
|
54,267 | $4,040,178 | |
| 8 | EXC |
Exelon Corp
|
78,899 | $3,678,271 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,184,092 | 127,425 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,881,820 | 117,160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,524,579 | 118,642 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $6,719,289 | 89,009 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,508,754 | 79,354 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,771,657 | 39,098 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,693,966 | 37,578 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,520,251 | 41,645 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,143,964 | 44,400 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,734,005 | 42,779 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,534,012 | 41,719 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,089,483 | 19,017 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,308,813 | 17,639 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,069,253 | 13,872 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $856,983 | 10,251 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,243,231 | 28,609 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,268,097 | 16,371 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,964,428 | 46,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,870,280 | 20,033 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,500,124 | 19,105 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,789,424 | 24,419 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,367,406 | 18,085 | Shares | Sole | 2021-05-14 | |
| 2020-09-30 | $2,905,220 | 10,467 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,866,977 | 16,101 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,752,676 | 7,284 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||