Position in NEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$655,465
-$63,518 QoQ
Shares Held
7,468
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,857
of 3,000 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 21%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OZK holds $9,067,674 across 7 Utilities - Regulated Electric names. NEE ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
44,723 | $4,280,438 | |
| 2 | DUK |
Duke Energy CORP
|
9,041 | $1,144,409 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
13,295 | $1,079,021 | |
| 4 | ETR |
Entergy Corp /De/
|
7,299 | $838,363 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,957 | $814,976 | |
| 6 | NEE |
Nextera Energy Inc
This page
|
7,468 | $655,465 | |
| 7 | ED |
Consolidated Edison Inc
|
2,305 | $255,002 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,465 | 7,468 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $718,983 | 7,741 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $690,889 | 8,606 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $740,103 | 9,804 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $699,475 | 10,076 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $797,653 | 11,252 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $844,077 | 11,774 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,032,026 | 12,209 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $772,466 | 10,909 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $729,979 | 11,422 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $762,469 | 12,553 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $749,180 | 13,077 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,481,254 | 19,963 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,864,873 | 24,194 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,108,057 | 25,216 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,025,016 | 25,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,917,831 | 24,759 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,110,803 | 24,918 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,332,972 | 24,989 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,992,444 | 25,375 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,902,128 | 25,957 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,975,008 | 26,121 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,026,112 | 26,262 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,848,826 | 6,661 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,646,124 | 6,854 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,647,043 | 6,845 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||