Position in NEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,506,280
-$153,425 QoQ
Shares Held
108,309
+4.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#596
of 2,997 holders
Holding Since
Mar 2020
26 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. NEE ranks #1 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in NEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,506,280 | 108,309 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,659,705 | 104,002 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,144,887 | 101,456 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,611,656 | 100,830 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,827,457 | 98,350 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,720,868 | 94,807 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,642,580 | 92,657 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,718,096 | 91,306 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $6,305,134 | 89,043 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $5,537,737 | 86,649 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,552,341 | 74,948 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,296,753 | 57,545 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,093,546 | 41,692 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,652,631 | 34,414 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,779,198 | 33,244 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $2,498,221 | 31,861 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,461,756 | 31,781 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,368,661 | 27,962 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,465,637 | 26,410 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,991,738 | 25,366 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,850,466 | 25,252 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,741,978 | 23,039 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,669,603 | 21,641 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,604,574 | 5,781 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,419,164 | 5,909 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,463,450 | 6,082 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||