Position in NEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$209,893,877
+$25,162,341 QoQ
Shares Held
2,391,408
+20.2% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#89
of 3,000 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vontobel Holding Ltd. holds $274,221,777 across 22 Utilities - Regulated Electric names. NEE ranks #1 (76.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
2,391,408 | $209,893,877 | |
| 2 | ES |
Eversource Energy
|
511,826 | $36,989,663 | |
| 3 | DUK |
Duke Energy CORP
|
54,885 | $6,947,342 | |
| 4 | CNP |
Centerpoint Energy Inc
|
120,112 | $5,289,732 | |
| 5 | EIX |
Edison International
|
42,126 | $3,136,279 | |
| 6 | AEP |
American Electric Power Co Inc
|
16,051 | $2,195,936 | |
| 7 | SO |
Southern Co
|
21,247 | $2,033,548 | |
| 8 | XEL |
Xcel Energy Inc
|
19,737 | $1,584,880 |
All Filings in NEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,893,877 | 2,391,408 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $184,731,536 | 1,988,927 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $133,351,259 | 1,661,077 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $72,639,269 | 962,237 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $58,221,788 | 838,689 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $62,048,739 | 875,282 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $67,516,851 | 941,789 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $85,306,490 | 1,009,186 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $67,943,326 | 959,516 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $57,223,222 | 895,372 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $63,507,555 | 1,045,564 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $54,706,965 | 954,913 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $48,978,899 | 660,093 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $50,029,775 | 649,063 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $41,496,448 | 496,369 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $40,090,954 | 511,299 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $42,470,231 | 548,286 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $30,037,571 | 354,593 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $34,645,334 | 371,094 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,987,214 | 330,963 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $23,493,860 | 320,604 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $23,831,817 | 315,194 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $22,892,872 | 296,732 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||