Position in NEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,566,054
-$236,782 QoQ
Shares Held
245,711
+4.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. NEE ranks #1 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
245,711 | $21,566,054 | |
| 2 | SO |
Southern Co
|
120,111 | $11,495,823 | |
| 3 | DUK |
Duke Energy CORP
|
84,401 | $10,683,478 | |
| 4 | AEP |
American Electric Power Co Inc
|
58,757 | $8,038,545 | |
| 5 | EXC |
Exelon Corp
|
149,839 | $6,985,494 | |
| 6 | ETR |
Entergy Corp /De/
|
56,685 | $6,510,839 | |
| 7 | D |
Dominion Energy, Inc
|
93,312 | $6,372,276 | |
| 8 | XEL |
Xcel Energy Inc
|
65,010 | $5,220,303 |
All Filings in NEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,566,054 | 245,711 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $21,802,836 | 234,742 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,394,443 | 241,585 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $17,974,244 | 238,101 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,367,579 | 206,966 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,774,043 | 208,408 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,866,849 | 179,479 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $14,702,133 | 173,928 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $11,573,469 | 163,444 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,064,610 | 157,481 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,953,136 | 147,401 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,142,115 | 124,666 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,023,988 | 108,140 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,814,838 | 75,439 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,557,872 | 54,520 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,282,907 | 29,115 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,243,628 | 28,965 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,623,468 | 30,970 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,595,335 | 17,088 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||