Position in NEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$131,072,294
-$6,432,272 QoQ
Shares Held
1,493,361
+0.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#129
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 13%
None 20%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. NEE ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,072,294 | 1,493,361 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $137,504,566 | 1,480,454 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $115,942,382 | 1,444,225 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $103,377,138 | 1,369,415 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $94,866,942 | 1,366,565 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,052,366 | 1,298,524 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $84,911,499 | 1,184,426 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $106,602,811 | 1,261,124 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $74,627,437 | 1,053,911 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $72,877,915 | 1,140,321 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $50,719,297 | 835,023 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $35,567,006 | 620,824 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,808,107 | 779,085 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58,964,889 | 764,983 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $64,062,596 | 766,299 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $18,516,051 | 236,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,431,873 | 289,593 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $28,751,336 | 339,409 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $29,730,958 | 318,455 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,401,803 | 272,565 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $14,343,534 | 195,736 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $15,005,258 | 198,456 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $5,935,458 | 76,934 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,191,759 | 18,705 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,529,882 | 6,370 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,679,768 | 6,981 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||