Position in NEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$66,215,793
+$14,520,829 QoQ
Shares Held
754,424
+35.5% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#203
of 3,015 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$359,857
PutShares
4,100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tidal Investments LLC holds $412,425,315 across 30 Utilities - Regulated Electric names. NEE ranks #1 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
754,424 | $66,215,793 | |
| 2 | AEP |
American Electric Power Co Inc
|
317,890 | $43,490,530 | |
| 3 | ETR |
Entergy Corp /De/
|
355,791 | $40,866,154 | |
| 4 | XEL |
Xcel Energy Inc
|
505,096 | $40,559,208 | |
| 5 | IDA |
Idacorp Inc
|
218,614 | $33,076,298 | |
| 6 | OGE |
Oge Energy Corp.
|
678,233 | $33,002,817 | |
| 7 | D |
Dominion Energy, Inc
|
324,778 | $22,179,089 | |
| 8 | PCG |
PG&E Corp
|
1,070,885 | $18,012,285 |
All Filings in NEE
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,857 | 4,100 | Put | Sole | 2026-08-13 | |
| 2026-06-30 | $66,215,793 | 754,424 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $167,184 | 1,800 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $51,694,964 | 556,578 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,105,228 | 100,962 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,505,242 | 59,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,335,625 | 62,455 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,680,892 | 51,924 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,551,525 | 63,489 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,947,879 | 58,534 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $3,404,119 | 48,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,979,995 | 62,275 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,659,547 | 76,713 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,779,936 | 65,979 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,863,594 | 52,070 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,502,438 | 45,439 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,132,766 | 49,435 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,449,375 | 56,745 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $2,993,054 | 38,640 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,393,314 | 51,863 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,475,512 | 37,227 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,706,034 | 34,463 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,186,528 | 29,838 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $687,521 | 9,093 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $536,964 | 6,960 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $323,028 | 1,345 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $279,841 | 1,163 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||