Position in NEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,694,964
+$43,589,736 QoQ
Shares Held
556,578
+451.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$167,184
PutShares
1,800
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 Mar 31, 2026Tidal Investments LLC holds $253,670,869 across 30 Utilities - Regulated Electric names. NEE ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
556,578 | $51,694,964 | |
| 2 | ETR |
Entergy Corp /De/
|
237,092 | $26,639,657 | |
| 3 | AEP |
American Electric Power Co Inc
|
202,265 | $26,512,895 | |
| 4 | IDA |
Idacorp Inc
|
143,105 | $20,459,721 | |
| 5 | XEL |
Xcel Energy Inc
|
231,347 | $18,378,205 | |
| 6 | OGE |
Oge Energy Corp.
|
326,414 | $15,654,815 | |
| 7 | CMS |
Cms Energy Corp
|
151,549 | $11,757,171 | |
| 8 | PPL |
PPL Corp
|
288,930 | $11,037,126 |
All Filings in NEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2023-05-23 | |
| 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. | ||||||